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 | $75,743 | $165,335-54.2% | $149,696-49.4% | $158,922-52.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.23% | 348.15%-312.9pp | 276.60%-241.4pp | 302.83%-267.6pp |
| Employer contribution / active EE | $9,020 | $5,103+76.8% | $4,644+94.2% | $4,761+89.4% |
| Participant deferral / active EE | $17,040 | $7,181+137.3% | $6,842+149.1% | $5,982+184.8% |
| Admin fee / account holder | $194 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |