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 | $62,774 | $116,175-46.0% | $93,606-32.9% | $152,861-58.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.31% | 35.96%-17.7pp | 32.76%-14.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $16,418 | $3,218+410.2% | $2,718+504.1% | $4,762+244.8% |
| Participant deferral / active EE | $8,942 | $4,603+94.2% | $4,069+119.8% | $5,850+52.8% |
| Admin fee / account holder | $15 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |