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 | $45,986 | $157,256-70.8% | $141,162-67.4% | $152,861-69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.78% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $3,827 | $5,261-27.3% | $4,735-19.2% | $4,762-19.6% |
| Participant deferral / active EE | $9,544 | $7,109+34.2% | $6,709+42.3% | $5,850+63.1% |
| Admin fee / account holder | $298 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |