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 9-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 | $81,755 | $185,822-56.0% | $169,993-51.9% | $139,434-41.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.16% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,371 | $7,590-42.4% | $6,785-35.6% | $4,751-8.0% |
| Participant deferral / active EE | $24,400 | $11,622+109.9% | $10,408+134.4% | $6,710+263.6% |
| Admin fee / account holder | $46 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |