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 6-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 | $40,846 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.66% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,560 | $5,243-70.2% | $4,856-67.9% | $4,751-67.2% |
| Participant deferral / active EE | $6,830 | $8,100-15.7% | $7,758-12.0% | $6,710+1.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |