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 8-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 | $99,693 | $112,729-11.6% | $98,716+1.0% | $137,256-27.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.34% | 38.48%-22.1pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,440 | $2,725+26.2% | $2,279+51.0% | $4,156-17.2% |
| Participant deferral / active EE | $12,457 | $4,640+168.5% | $4,048+207.8% | $6,407+94.4% |
| Admin fee / account holder | $8 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |