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 | $41,877 | $103,376-59.5% | $87,100-51.9% | $152,861-72.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 43.63% | 28.10%+15.5pp | 28.19%+15.4pp | 345.32%-301.7pp |
| Employer contribution / active EE | $7,100 | $3,220+120.5% | $2,521+181.6% | $4,762+49.1% |
| Participant deferral / active EE | $15,975 | $4,778+234.4% | $4,049+294.6% | $5,850+173.1% |
| Admin fee / account holder | $123 | $12,205-99.0% | $7,497-98.4% | $11,596-98.9% |