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 | $87,309 | $72,071+21.1% | $68,368+27.7% | $137,256-36.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.51% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,271 | $2,788-18.6% | $2,649-14.3% | $4,156-45.4% |
| Participant deferral / active EE | $11,232 | $4,410+154.7% | $4,123+172.4% | $6,407+75.3% |
| Admin fee / account holder | $181 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |