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 | $76,683 | $154,117-50.2% | $129,995-41.0% | $139,434-45.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.33% | 32.48%-19.1pp | -137.18%+150.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,900 | $5,289-26.3% | $4,320-9.7% | $4,751-17.9% |
| Participant deferral / active EE | $24,610 | $6,710+266.8% | $5,820+322.8% | $6,710+266.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |