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 | $104,925 | $148,534-29.4% | $135,903-22.8% | $139,434-24.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.58% | 79.19%-54.6pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,523 | $5,243-13.7% | $4,856-6.9% | $4,751-4.8% |
| Participant deferral / active EE | $20,699 | $8,100+155.5% | $7,758+166.8% | $6,710+208.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |