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 | $78,353 | $197,591-60.3% | $177,821-55.9% | $158,922-50.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.36% | 58.76%-48.4pp | 48.32%-38.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $22,978 | $6,697+243.1% | $5,918+288.2% | $4,761+382.6% |
| Participant deferral / active EE | $14,825 | $8,405+76.4% | $7,714+92.2% | $5,982+147.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |