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 | $93,901 | $157,256-40.3% | $141,162-33.5% | $152,861-38.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.36% | 64.32%-36.0pp | 71.39%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $15,976 | $5,261+203.7% | $4,735+237.4% | $4,762+235.5% |
| Participant deferral / active EE | $13,792 | $7,109+94.0% | $6,709+105.6% | $5,850+135.8% |
| Admin fee / account holder | $65 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |