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 | $89,894 | $163,101-44.9% | $136,749-34.3% | $142,382-36.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 39.87% | 27.54%+12.3pp | 24.33%+15.5pp | 217.08%-177.2pp |
| Employer contribution / active EE | $2,090 | $4,117-49.2% | $3,400-38.5% | $4,299-51.4% |
| Participant deferral / active EE | $2,517 | $5,585-54.9% | $4,692-46.4% | $6,507-61.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |