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 4-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 | $98,196 | $173,345-43.4% | $136,007-27.8% | $145,922-32.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 1163.32%-1152.3pp | 579.32%-568.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,840 | $5,278-27.3% | $4,217-8.9% | $4,660-17.6% |
| Participant deferral / active EE | $26,750 | $8,699+207.5% | $7,025+280.8% | $6,688+300.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |