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 3-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 | $95,960 | $214,378-55.2% | $200,582-52.2% | $142,382-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 73.53% | 46.41%+27.1pp | 42.33%+31.2pp | 217.08%-143.5pp |
| Employer contribution / active EE | $3,409 | $6,841-50.2% | $6,419-46.9% | $4,299-20.7% |
| Participant deferral / active EE | $16,661 | $9,865+68.9% | $9,331+78.6% | $6,507+156.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |