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 | $82,014 | $111,724-26.6% | $93,606-12.4% | $145,922-43.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.68% | 202.98%-186.3pp | 133.20%-116.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,834 | $3,090+56.5% | $2,420+99.8% | $4,660+3.7% |
| Participant deferral / active EE | $6,833 | $4,912+39.1% | $4,411+54.9% | $6,688+2.2% |
| Admin fee / account holder | $192 | $10,250-98.1% | $8,285-97.7% | $13,397-98.6% |