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 7-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 | $106,055 | $185,822-42.9% | $169,993-37.6% | $139,434-23.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.72% | 60.50%-16.8pp | 53.37%-9.7pp | 372.94%-329.2pp |
| Employer contribution / active EE | $5,801 | $7,590-23.6% | $6,785-14.5% | $4,751+22.1% |
| Participant deferral / active EE | $10,051 | $11,622-13.5% | $10,408-3.4% | $6,710+49.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |