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 | $96,392 | $162,781-40.8% | $133,956-28.0% | $158,922-39.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.13% | 41.94%-24.8pp | 45.09%-28.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,400 | $4,975-31.7% | $3,919-13.2% | $4,761-28.6% |
| Participant deferral / active EE | $12,067 | $5,911+104.1% | $5,048+139.1% | $5,982+101.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |