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 4-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 | $122,270 | $169,032-27.7% | $129,207-5.4% | $145,922-16.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.14% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $10,038 | $5,537+81.3% | $4,153+141.7% | $4,660+115.4% |
| Participant deferral / active EE | $16,391 | $4,987+228.6% | $4,168+293.3% | $6,688+145.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |