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 | $35,482 | $197,591-82.0% | $177,821-80.0% | $158,922-77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.79% | 58.76%-24.0pp | 48.32%-13.5pp | 302.83%-268.0pp |
| Employer contribution / active EE | $3,329 | $6,697-50.3% | $5,918-43.8% | $4,761-30.1% |
| Participant deferral / active EE | $9,485 | $8,405+12.9% | $7,714+23.0% | $5,982+58.6% |
| Admin fee / account holder | $104 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |