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 | $42,846 | $209,411-79.5% | $178,490-76.0% | $158,922-73.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.64% | 188.75%-161.1pp | 151.07%-123.4pp | 302.83%-275.2pp |
| Employer contribution / active EE | $3,884 | $5,706-31.9% | $5,011-22.5% | $4,761-18.4% |
| Participant deferral / active EE | $7,911 | $5,954+32.9% | $5,202+52.1% | $5,982+32.2% |
| Admin fee / account holder | $131 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |