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 9-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 | $29,272 | $157,256-81.4% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.07% | 64.32%-28.2pp | 71.39%-35.3pp | 345.32%-309.2pp |
| Employer contribution / active EE | $6,245 | $5,261+18.7% | $4,735+31.9% | $4,762+31.1% |
| Participant deferral / active EE | $6,245 | $7,109-12.2% | $6,709-6.9% | $5,850+6.7% |
| Admin fee / account holder | $94 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |