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 6-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 | $137,219 | $110,261+24.4% | $95,745+43.3% | $139,434-1.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 27.11%-15.8pp | 28.35%-17.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $25,300 | $3,257+676.7% | $2,835+792.6% | $4,751+432.6% |
| Participant deferral / active EE | $16,667 | $4,676+256.5% | $4,245+292.7% | $6,710+148.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |