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 | $43,503 | $165,335-73.7% | $149,696-70.9% | $158,922-72.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.88% | 348.15%-318.3pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $9,518 | $5,103+86.5% | $4,644+104.9% | $4,761+99.9% |
| Participant deferral / active EE | $12,153 | $7,181+69.2% | $6,842+77.6% | $5,982+103.2% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |