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 | $77,521 | $165,984-53.3% | $164,813-53.0% | $145,922-46.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.25% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $5,291 | $5,273+0.3% | $4,341+21.9% | $4,660+13.6% |
| Participant deferral / active EE | $2,461 | $6,959-64.6% | $6,031-59.2% | $6,688-63.2% |
| Admin fee / account holder | $281 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |