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 | $100,583 | $162,781-38.2% | $133,956-24.9% | $158,922-36.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.44% | 41.94%-19.5pp | 45.09%-22.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,140 | $4,975-77.1% | $3,919-70.9% | $4,761-76.1% |
| Participant deferral / active EE | $20,260 | $5,911+242.8% | $5,048+301.4% | $5,982+238.7% |
| Admin fee / account holder | $39 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |