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 5-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 | $58,224 | $104,974-44.5% | $95,585-39.1% | $142,382-59.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.04% | 210.33%-190.3pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,248 | $2,779+16.9% | $2,527+28.6% | $4,299-24.4% |
| Participant deferral / active EE | $8,120 | $4,352+86.6% | $4,023+101.9% | $6,507+24.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |