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 3-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 | $98,489 | $158,398-37.8% | $126,539-22.2% | $142,382-30.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.36% | 593.76%-571.4pp | 425.95%-403.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,968 | $4,650-14.7% | $3,674+8.0% | $4,299-7.7% |
| Participant deferral / active EE | $25,141 | $4,767+427.4% | $4,083+515.8% | $6,507+286.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |