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 7-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 | $106,625 | $74,888+42.4% | $71,209+49.7% | $142,382-25.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 22.92% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,645 | $2,854+97.8% | $2,721+107.5% | $4,299+31.3% |
| Participant deferral / active EE | $9,165 | $4,454+105.8% | $4,175+119.5% | $6,507+40.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |