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 | $77,823 | $109,881-29.2% | $150,045-48.1% | $84,808-8.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.08% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,185 | $3,561+45.6% | $4,693+10.5% | $2,631+97.1% |
| Participant deferral / active EE | $11,093 | $6,636+67.2% | $7,997+38.7% | $4,212+163.4% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |