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 10-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 | $92,927 | $99,652-6.7% | $78,778+18.0% | $147,584-37.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 12.22% | 47.28%-35.1pp | 35.62%-23.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,182 | $2,796+13.8% | $1,986+60.3% | $4,876-34.7% |
| Participant deferral / active EE | $7,078 | $3,664+93.2% | $2,958+139.2% | $5,439+30.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |