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 | $143,537 | $185,822-22.8% | $169,993-15.6% | $139,434+2.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.91% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $4,453 | $7,590-41.3% | $6,785-34.4% | $4,751-6.3% |
| Participant deferral / active EE | $16,250 | $11,622+39.8% | $10,408+56.1% | $6,710+142.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |