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 | $97,293 | $148,534-34.5% | $135,903-28.4% | $139,434-30.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.06% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,250 | $5,243-18.9% | $4,856-12.5% | $4,751-10.5% |
| Participant deferral / active EE | $11,899 | $8,100+46.9% | $7,758+53.4% | $6,710+77.3% |
| Admin fee / account holder | $33 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |