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 | $42,198 | $111,754-62.2% | $103,333-59.2% | $145,922-71.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.83% | 24.77%-10.9pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,000 | $4,212-5.0% | $3,868+3.4% | $4,660-14.2% |
| Participant deferral / active EE | $1,987 | $5,619-64.6% | $5,057-60.7% | $6,688-70.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |