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 | $108,324 | $197,591-45.2% | $177,821-39.1% | $158,922-31.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.84% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $11,708 | $6,697+74.8% | $5,918+97.8% | $4,761+145.9% |
| Participant deferral / active EE | $13,486 | $8,405+60.5% | $7,714+74.8% | $5,982+125.4% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |