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 | $105,067 | $158,398-33.7% | $126,539-17.0% | $142,382-26.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.41% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $6,146 | $4,650+32.2% | $3,674+67.3% | $4,299+42.9% |
| Participant deferral / active EE | $10,816 | $4,767+126.9% | $4,083+164.9% | $6,507+66.2% |
| Admin fee / account holder | $107 | $6,918-98.4% | $6,065-98.2% | $12,624-99.2% |