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 | $113,522 | $226,064-49.8% | $182,532-37.8% | $152,861-25.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.00% | 192.51%-165.5pp | 148.54%-121.5pp | 345.32%-318.3pp |
| Employer contribution / active EE | $12,675 | $4,978+154.6% | $4,076+211.0% | $4,762+166.1% |
| Participant deferral / active EE | $15,526 | $6,368+143.8% | $5,524+181.0% | $5,850+165.4% |
| Admin fee / account holder | $16 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |