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 | $74,705 | $157,256-52.5% | $141,162-47.1% | $152,861-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.88% | 64.32%-30.4pp | 71.39%-37.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $15,000 | $5,261+185.1% | $4,735+216.8% | $4,762+215.0% |
| Participant deferral / active EE | $24,000 | $7,109+237.6% | $6,709+257.7% | $5,850+310.2% |
| Admin fee / account holder | $227 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |