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 | $87,532 | $105,126-16.7% | $94,646-7.5% | $139,434-37.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.87% | 38.03%-19.2pp | 156.71%-137.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,270 | $4,106-20.4% | $3,672-11.0% | $4,751-31.2% |
| Participant deferral / active EE | $12,017 | $7,599+58.1% | $7,418+62.0% | $6,710+79.1% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |