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 | $106,749-27.1% | $145,433-46.5% | $82,448-5.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.08% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,185 | $3,444+50.5% | $4,554+13.8% | $2,551+103.3% |
| Participant deferral / active EE | $11,093 | $6,519+70.2% | $7,897+40.5% | $4,139+168.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |