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 | $86,959 | $117,841-26.2% | $102,423-15.1% | $145,922-40.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,802 | $3,615+32.8% | $3,023+58.8% | $4,660+3.1% |
| Participant deferral / active EE | $10,526 | $5,731+83.7% | $5,053+108.3% | $6,688+57.4% |
| Admin fee / account holder | $10 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |