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 | $90,525 | $114,381-20.9% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,127 | $4,015+77.5% | $3,754+89.9% | $4,299+65.8% |
| Participant deferral / active EE | $18,300 | $5,564+228.9% | $5,116+257.7% | $6,507+181.2% |
| Admin fee / account holder | $267 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |