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 10-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 | $97,745 | $77,419+26.3% | $69,455+40.7% | $152,861-36.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.77% | 39.06%-16.3pp | 28.97%-6.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,768 | $3,315-16.5% | $2,779-0.4% | $4,762-41.9% |
| Participant deferral / active EE | $3,152 | $4,414-28.6% | $3,535-10.9% | $5,850-46.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |