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 | $82,498 | $97,744-15.6% | $103,476-20.3% | $145,922-43.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 25.41%-10.8pp | 23.90%-9.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,162 | $4,677+53.1% | $4,672+53.3% | $4,660+53.7% |
| Participant deferral / active EE | $7,403 | $6,603+12.1% | $6,623+11.8% | $6,688+10.7% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |