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 | $134,916 | $183,519-26.5% | $155,509-13.2% | $145,922-7.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.94% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $4,533 | $5,313-14.7% | $4,672-3.0% | $4,660-2.7% |
| Participant deferral / active EE | $8,096 | $6,462+25.3% | $5,626+43.9% | $6,688+21.1% |
| Admin fee / account holder | $86 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |