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 | $123,335 | $114,381+7.8% | $107,525+14.7% | $142,382-13.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.77% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,036 | $4,015+0.5% | $3,754+7.5% | $4,299-6.1% |
| Participant deferral / active EE | $18,578 | $5,564+233.9% | $5,116+263.2% | $6,507+185.5% |
| Admin fee / account holder | $112 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |