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 | $23,820 | $157,256-84.9% | $141,162-83.1% | $152,861-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 58.37% | 64.32%-5.9pp | 71.39%-13.0pp | 345.32%-286.9pp |
| Employer contribution / active EE | $3,714 | $5,261-29.4% | $4,735-21.6% | $4,762-22.0% |
| Participant deferral / active EE | $6,482 | $7,109-8.8% | $6,709-3.4% | $5,850+10.8% |
| Admin fee / account holder | $215 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |