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 9-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 | $89,724 | $154,117-41.8% | $129,995-31.0% | $139,434-35.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 32.48%-19.3pp | -137.18%+150.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $24,190 | $5,289+357.4% | $4,320+460.0% | $4,751+409.2% |
| Participant deferral / active EE | $9,809 | $6,710+46.2% | $5,820+68.5% | $6,710+46.2% |
| Admin fee / account holder | $26 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |