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 | $99,303 | $106,515-6.8% | $96,683+2.7% | $139,434-28.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.06% | 38.43%-24.4pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $21,658 | $4,103+427.9% | $3,737+479.6% | $4,751+355.9% |
| Participant deferral / active EE | $5,349 | $5,454-1.9% | $4,878+9.6% | $6,710-20.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |