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 | $35,656 | $157,256-77.3% | $141,162-74.7% | $152,861-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.56% | 64.32%-24.8pp | 71.39%-31.8pp | 345.32%-305.8pp |
| Employer contribution / active EE | $6,065 | $5,261+15.3% | $4,735+28.1% | $4,762+27.4% |
| Participant deferral / active EE | $12,857 | $7,109+80.8% | $6,709+91.6% | $5,850+119.8% |
| Admin fee / account holder | $105 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |