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 | $76,036 | $66,402+14.5% | $109,895-30.8% | $85,850-11.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 14.96% | 19.59%-4.6pp | 29.45%-14.5pp | 318.53%-303.6pp |
| Employer contribution / active EE | $5,709 | $1,687+238.4% | $2,842+100.8% | $2,565+122.5% |
| Participant deferral / active EE | $4,231 | $2,842+48.8% | $4,048+4.5% | $3,952+7.1% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |