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 5-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 | $106,021 | $111,814-5.2% | $93,654+13.2% | $145,959-27.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 20.63% | 203.30%-182.7pp | 133.34%-112.7pp | 561.95%-541.3pp |
| Employer contribution / active EE | $2,317 | $3,092-25.0% | $2,421-4.3% | $4,661-50.3% |
| Participant deferral / active EE | $7,774 | $4,914+58.2% | $4,413+76.2% | $6,689+16.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |