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 | $239,290 | $227,553+5.2% | $189,557+26.2% | $167,490+42.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.78% | 78.40%-62.6pp | 64.17%-48.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $8,206 | $5,316+54.4% | $4,412+86.0% | $4,837+69.6% |
| Participant deferral / active EE | $19,391 | $7,002+176.9% | $6,174+214.1% | $6,341+205.8% |
| Admin fee / account holder | $54 | $11,878-99.5% | $9,807-99.4% | $12,309-99.6% |