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 | $70,643 | $115,770-39.0% | $101,248-30.2% | $158,922-55.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.25% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $15,960 | $4,175+282.3% | $3,660+336.1% | $4,761+235.2% |
| Participant deferral / active EE | $11,258 | $4,957+127.1% | $4,370+157.6% | $5,982+88.2% |
| Admin fee / account holder | $194 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |