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 | $121,843 | $112,729+8.1% | $98,716+23.4% | $137,256-11.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.03% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,776 | $2,725+112.0% | $2,279+153.5% | $4,156+39.0% |
| Participant deferral / active EE | $19,517 | $4,640+320.6% | $4,048+382.2% | $6,407+204.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |