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 | $111,852 | $117,841-5.1% | $102,423+9.2% | $145,922-23.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,302 | $3,615+74.3% | $3,023+108.4% | $4,660+35.2% |
| Participant deferral / active EE | $4,374 | $5,731-23.7% | $5,053-13.4% | $6,688-34.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |