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 8-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 | $83,334 | $124,425-33.0% | $112,040-25.6% | $137,256-39.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.15% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,638 | $3,411+65.3% | $2,954+90.9% | $4,156+35.7% |
| Participant deferral / active EE | $8,025 | $5,718+40.3% | $5,098+57.4% | $6,407+25.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |