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 8-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 | $56,286 | $149,734-62.4% | $118,925-52.7% | $158,922-64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.07% | 19.95%+8.1pp | 35.88%-7.8pp | 302.83%-274.8pp |
| Employer contribution / active EE | $5,984 | $4,115+45.4% | $3,263+83.4% | $4,761+25.7% |
| Participant deferral / active EE | $11,266 | $5,223+115.7% | $4,265+164.2% | $5,982+88.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |