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 | $118,822 | $115,770+2.6% | $101,248+17.4% | $158,922-25.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 29.62% | 56.14%-26.5pp | 46.47%-16.9pp | 302.83%-273.2pp |
| Employer contribution / active EE | $3,613 | $4,175-13.4% | $3,660-1.3% | $4,761-24.1% |
| Participant deferral / active EE | $9,921 | $4,957+100.1% | $4,370+127.0% | $5,982+65.8% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |