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 6-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 | $79,658 | $140,588-43.3% | $123,104-35.3% | $125,391-36.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.87% | 16.80%-15.9pp | 13.22%-12.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,125 | $6,041-48.3% | $5,151-39.3% | $4,866-35.8% |
| Participant deferral / active EE | $8,458 | $6,980+21.2% | $6,230+35.8% | $5,352+58.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |