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 | $42,791 | $165,335-74.1% | $149,696-71.4% | $158,922-73.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.84% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $9,272 | $5,103+81.7% | $4,644+99.7% | $4,761+94.8% |
| Participant deferral / active EE | $9,402 | $7,181+30.9% | $6,842+37.4% | $5,982+57.2% |
| Admin fee / account holder | $139 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |