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 10-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 | $84,788 | $117,381-27.8% | $99,443-14.7% | $152,861-44.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 12.01% | 31.87%-19.9pp | 30.72%-18.7pp | 345.32%-333.3pp |
| Employer contribution / active EE | $7,583 | $3,013+151.7% | $2,540+198.6% | $4,762+59.2% |
| Participant deferral / active EE | $5,784 | $4,086+41.6% | $3,619+59.8% | $5,850-1.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |