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 | $71,669 | $157,256-54.4% | $141,162-49.2% | $152,861-53.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.69% | 64.32%-30.6pp | 71.39%-37.7pp | 345.32%-311.6pp |
| Employer contribution / active EE | $6,528 | $5,261+24.1% | $4,735+37.9% | $4,762+37.1% |
| Participant deferral / active EE | $15,153 | $7,109+113.1% | $6,709+125.9% | $5,850+159.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |