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 | $140,892 | $214,378-34.3% | $200,582-29.8% | $142,382-1.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.10% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $13,203 | $6,841+93.0% | $6,419+105.7% | $4,299+207.1% |
| Participant deferral / active EE | $12,048 | $9,865+22.1% | $9,331+29.1% | $6,507+85.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |