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 6-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 | $144,367 | $210,648-31.5% | $177,989-18.9% | $145,922-1.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.05% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,000 | $4,565+75.3% | $3,949+102.6% | $4,660+71.7% |
| Participant deferral / active EE | $12,747 | $6,958+83.2% | $6,276+103.1% | $6,688+90.6% |
| Admin fee / account holder | $282 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |