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 | $103,800 | $138,347-25.0% | $184,203-43.6% | $80,856+28.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 22.49% | 20.02%+2.5pp | 28.81%-6.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $8,064 | $4,850+66.2% | $6,427+25.5% | $2,755+192.7% |
| Participant deferral / active EE | $14,483 | $7,071+104.8% | $9,131+58.6% | $4,296+237.1% |
| Admin fee / account holder | $2 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |