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 | $135,278 | $127,065+6.5% | $113,168+19.5% | $142,382-5.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.59% | 24.03%-2.4pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,390 | $3,442-1.5% | $2,975+13.9% | $4,299-21.1% |
| Participant deferral / active EE | $27,519 | $5,716+381.4% | $5,107+438.9% | $6,507+322.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |