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 3-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 | $100,290 | $99,877+0.4% | $84,966+18.0% | $145,922-31.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.84% | 83.76%-65.9pp | 66.38%-48.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,400 | $3,231-56.7% | $2,727-48.7% | $4,660-70.0% |
| Participant deferral / active EE | $30,500 | $5,291+476.5% | $4,519+574.9% | $6,688+356.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |