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 | $115,403 | $214,378-46.2% | $200,582-42.5% | $142,382-18.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 21.79% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $8,331 | $6,841+21.8% | $6,419+29.8% | $4,299+93.8% |
| Participant deferral / active EE | $11,567 | $9,865+17.3% | $9,331+24.0% | $6,507+77.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |