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 | $137,082 | $102,966+33.1% | $90,281+51.8% | $152,861-10.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.72% | 95.16%-70.4pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,823 | $3,139+21.8% | $2,854+33.9% | $4,762-19.7% |
| Participant deferral / active EE | $37,500 | $4,281+775.9% | $3,885+865.2% | $5,850+541.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |