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 | $86,435 | $105,126-17.8% | $94,646-8.7% | $139,434-38.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.95% | 38.03%-19.1pp | 156.71%-137.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,600 | $4,106+36.4% | $3,672+52.5% | $4,751+17.9% |
| Participant deferral / active EE | $15,100 | $7,599+98.7% | $7,418+103.6% | $6,710+125.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |