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 | $181,771 | $114,381+58.9% | $107,525+69.1% | $142,382+27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.01% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,834 | $4,015-29.4% | $3,754-24.5% | $4,299-34.1% |
| Participant deferral / active EE | $10,633 | $5,564+91.1% | $5,116+107.9% | $6,507+63.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |