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 | $127,262 | $177,572-28.3% | $154,803-17.8% | $142,382-10.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.85% | 65.07%-33.2pp | 58.88%-27.0pp | 217.08%-185.2pp |
| Employer contribution / active EE | $1,261 | $4,810-73.8% | $4,305-70.7% | $4,299-70.7% |
| Participant deferral / active EE | $6,436 | $6,272+2.6% | $5,540+16.2% | $6,507-1.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |