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 | $37,656 | $183,519-79.5% | $155,509-75.8% | $145,922-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,735 | $5,313-48.5% | $4,672-41.5% | $4,660-41.3% |
| Participant deferral / active EE | $7,560 | $6,462+17.0% | $5,626+34.4% | $6,688+13.0% |
| Admin fee / account holder | $106 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |