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 9-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 | $113,245 | $165,984-31.8% | $164,813-31.3% | $145,922-22.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.39% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $4,096 | $5,273-22.3% | $4,341-5.7% | $4,660-12.1% |
| Participant deferral / active EE | $10,684 | $6,959+53.5% | $6,031+77.1% | $6,688+59.7% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |