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 | $94,634 | $88,751+6.6% | $81,812+15.7% | $145,922-35.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,111 | $3,083+0.9% | $2,912+6.8% | $4,660-33.2% |
| Participant deferral / active EE | $7,901 | $4,643+70.2% | $4,319+82.9% | $6,688+18.1% |
| Admin fee / account holder | $103 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |