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 | $145,174 | $85,022+70.7% | $70,515+105.9% | $139,434+4.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.09% | 30.38%-8.3pp | 32.77%-10.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,578 | $3,909+42.7% | $2,973+87.6% | $4,751+17.4% |
| Participant deferral / active EE | $34,026 | $5,890+477.7% | $4,567+645.1% | $6,710+407.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |