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 5-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 | $140,731 | $99,877+40.9% | $84,966+65.6% | $145,922-3.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.08% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,736 | $3,231-15.3% | $2,727+0.3% | $4,660-41.3% |
| Participant deferral / active EE | $30,000 | $5,291+467.0% | $4,519+563.8% | $6,688+348.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |