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 | $49,924 | $172,111-71.0% | $150,298-66.8% | $137,256-63.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.86% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,990 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $7,561 | $6,166+22.6% | $5,453+38.7% | $6,407+18.0% |
| Admin fee / account holder | $215 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |