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 4-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 | $113,425 | $104,974+8.1% | $95,585+18.7% | $142,382-20.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.83% | 210.33%-183.5pp | 38.56%-11.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $3,000 | $2,779+8.0% | $2,527+18.7% | $4,299-30.2% |
| Participant deferral / active EE | $23,500 | $4,352+440.0% | $4,023+484.2% | $6,507+261.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |