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 | $30,473 | $157,256-80.6% | $141,162-78.4% | $152,861-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 50.10% | 64.32%-14.2pp | 71.39%-21.3pp | 345.32%-295.2pp |
| Employer contribution / active EE | $4,997 | $5,261-5.0% | $4,735+5.5% | $4,762+4.9% |
| Participant deferral / active EE | $12,996 | $7,109+82.8% | $6,709+93.7% | $5,850+122.2% |
| Admin fee / account holder | $91 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |