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 7-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 | $84,454 | $104,664-19.3% | $85,682-1.4% | $167,490-49.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.46% | 21.45%-2.0pp | 21.49%-2.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,441 | $3,337+3.1% | $2,618+31.4% | $4,837-28.9% |
| Participant deferral / active EE | $19,981 | $4,824+314.2% | $3,923+409.4% | $6,341+215.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |