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 5-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 | $100,082 | $103,376-3.2% | $87,100+14.9% | $152,861-34.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 38.72% | 28.10%+10.6pp | 28.19%+10.5pp | 345.32%-306.6pp |
| Employer contribution / active EE | $23,375 | $3,220+625.8% | $2,521+827.1% | $4,762+390.8% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,850+327.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |