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 6-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 | $74,783 | $154,117-51.5% | $129,995-42.5% | $139,434-46.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 32.48%-10.7pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,832 | $5,289-8.6% | $4,320+11.9% | $4,751+1.7% |
| Participant deferral / active EE | $16,961 | $6,710+152.8% | $5,820+191.4% | $6,710+152.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |