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 | $31,851 | $226,064-85.9% | $182,532-82.6% | $152,861-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 44.21% | 192.51%-148.3pp | 148.54%-104.3pp | 345.32%-301.1pp |
| Employer contribution / active EE | $5,321 | $4,978+6.9% | $4,076+30.5% | $4,762+11.7% |
| Participant deferral / active EE | $14,771 | $6,368+132.0% | $5,524+167.4% | $5,850+152.5% |
| Admin fee / account holder | $286 | $10,703-97.3% | $8,592-96.7% | $11,596-97.5% |