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 | $85,326 | $140,940-39.5% | $112,229-24.0% | $139,434-38.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.28% | 32.71%-15.4pp | 30.20%-12.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $11,280 | $4,283+163.4% | $3,430+228.8% | $4,751+137.4% |
| Participant deferral / active EE | $11,775 | $5,874+100.5% | $4,798+145.4% | $6,710+75.5% |
| Admin fee / account holder | $288 | $9,954-97.1% | $7,748-96.3% | $11,403-97.5% |