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 | $85,637 | $105,126-18.5% | $94,646-9.5% | $139,434-38.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.08% | 38.03%-24.0pp | 156.71%-142.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $9,395 | $4,106+128.8% | $3,672+155.8% | $4,751+97.8% |
| Participant deferral / active EE | $16,000 | $7,599+110.5% | $7,418+115.7% | $6,710+138.4% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |