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 | $41,302 | $159,602-74.1% | $150,045-72.5% | $142,382-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.62% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $6,920 | $4,961+39.5% | $4,693+47.5% | $4,299+61.0% |
| Participant deferral / active EE | $6,920 | $8,310-16.7% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $156 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |