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 | $107,880 | $114,381-5.7% | $107,525+0.3% | $142,382-24.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,273 | $4,015-18.5% | $3,754-12.8% | $4,299-23.9% |
| Participant deferral / active EE | $10,085 | $5,564+81.2% | $5,116+97.1% | $6,507+55.0% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |