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 9-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 | $79,157 | $117,859-32.8% | $102,438-22.7% | $145,959-45.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.34% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $4,796 | $3,615+32.7% | $3,024+58.6% | $4,661+2.9% |
| Participant deferral / active EE | $11,814 | $5,732+106.1% | $5,054+133.8% | $6,689+76.6% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |