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 4-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 | $89,216 | $95,266-6.4% | $82,389+8.3% | $142,382-37.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.45% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,168 | $2,991+5.9% | $2,517+25.9% | $4,299-26.3% |
| Participant deferral / active EE | $15,500 | $4,809+222.3% | $4,155+273.1% | $6,507+138.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |