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 3-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 | $47,616 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.93% | 70.24%-34.3pp | 62.55%-26.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $10,000 | $4,961+101.6% | $4,693+113.1% | $4,299+132.6% |
| Participant deferral / active EE | $15,969 | $8,310+92.2% | $7,997+99.7% | $6,507+145.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |