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 8-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 | $93,542 | $100,773-7.2% | $88,946+5.2% | $142,382-34.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.60% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,089 | $2,918+40.1% | $2,555+60.0% | $4,299-4.9% |
| Participant deferral / active EE | $9,101 | $5,230+74.0% | $4,581+98.6% | $6,507+39.9% |
| Admin fee / account holder | $2 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |