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 8-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 | $96,715 | $154,228-37.3% | $145,433-33.5% | $137,256-29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.33% | 74.59%-48.3pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $4,128 | $4,804-14.1% | $4,554-9.4% | $4,156-0.7% |
| Participant deferral / active EE | $11,975 | $8,216+45.7% | $7,897+51.6% | $6,407+86.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |