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 | $145,396 | $127,264+14.2% | $109,895+32.3% | $167,490-13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 52.88% | 22.97%+29.9pp | 29.45%+23.4pp | 478.56%-425.7pp |
| Employer contribution / active EE | $1,314 | $3,322-60.5% | $2,842-53.8% | $4,837-72.8% |
| Participant deferral / active EE | $3,928 | $4,514-13.0% | $4,048-3.0% | $6,341-38.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |