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 7-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 | $114,829 | $110,257+4.1% | $96,544+18.9% | $139,434-17.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.47% | 26.32%-14.8pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $10,589 | $3,620+192.5% | $2,965+257.1% | $4,751+122.9% |
| Participant deferral / active EE | $16,487 | $5,548+197.2% | $4,851+239.9% | $6,710+145.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |