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 9-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 | $79,015 | $157,256-49.8% | $141,162-44.0% | $152,861-48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.57% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,776 | $5,261-28.2% | $4,735-20.3% | $4,762-20.7% |
| Participant deferral / active EE | $8,106 | $7,109+14.0% | $6,709+20.8% | $5,850+38.6% |
| Admin fee / account holder | $136 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |