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 7-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 | $108,453 | $117,841-8.0% | $102,423+5.9% | $145,922-25.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 31.65%-13.7pp | 29.32%-11.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $15,795 | $3,615+337.0% | $3,023+422.4% | $4,660+239.0% |
| Participant deferral / active EE | $11,221 | $5,731+95.8% | $5,053+122.1% | $6,688+67.8% |
| Admin fee / account holder | $8 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |