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 7-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 | $124,509 | $100,970+23.3% | $96,576+28.9% | $137,256-9.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 32.03% | 38.16%-6.1pp | 38.47%-6.4pp | 220.34%-188.3pp |
| Employer contribution / active EE | $2,288 | $3,809-39.9% | $3,553-35.6% | $4,156-45.0% |
| Participant deferral / active EE | $21,888 | $8,286+164.1% | $7,956+175.1% | $6,407+241.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |