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 | $67,049 | $154,117-56.5% | $129,995-48.4% | $139,434-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 32.48%-20.4pp | -137.18%+149.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $10,745 | $5,289+103.1% | $4,320+148.7% | $4,751+126.2% |
| Participant deferral / active EE | $6,869 | $6,710+2.4% | $5,820+18.0% | $6,710+2.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |