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 | $95,819 | $210,648-54.5% | $177,989-46.2% | $145,922-34.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.28% | 385.86%-368.6pp | 294.48%-277.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,790 | $4,565-38.9% | $3,949-29.4% | $4,660-40.1% |
| Participant deferral / active EE | $12,016 | $6,958+72.7% | $6,276+91.5% | $6,688+79.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |