See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,190 | $172,111-62.7% | $150,298-57.3% | $137,256-53.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.18% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,383 | $4,636-48.6% | $4,154-42.6% | $4,156-42.7% |
| Participant deferral / active EE | $6,081 | $6,166-1.4% | $5,453+11.5% | $6,407-5.1% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |