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 | $171,387 | $166,020+3.2% | $164,866+4.0% | $145,959+17.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.00% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $46,000 | $5,275+772.1% | $4,343+959.3% | $4,661+887.0% |
| Participant deferral / active EE | $23,000 | $6,961+230.4% | $6,033+281.2% | $6,689+243.9% |
| Admin fee / account holder | $65 | $16,644-99.6% | $12,689-99.5% | $13,398-99.5% |