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 | $57,469 | $105,126-45.3% | $94,646-39.3% | $139,434-58.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.45% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,357 | $4,106+30.5% | $3,672+45.9% | $4,751+12.7% |
| Participant deferral / active EE | $20,141 | $7,599+165.0% | $7,418+171.5% | $6,710+200.2% |
| Admin fee / account holder | $233 | $8,984-97.4% | $7,231-96.8% | $11,403-98.0% |