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 | $51,752 | $157,256-67.1% | $141,162-63.3% | $152,861-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.62% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,539 | $5,261-70.7% | $4,735-67.5% | $4,762-67.7% |
| Participant deferral / active EE | $15,550 | $7,109+118.7% | $6,709+131.8% | $5,850+165.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |