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 | $116,434 | $154,228-24.5% | $145,433-19.9% | $137,256-15.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.56% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,049 | $4,804-57.4% | $4,554-55.0% | $4,156-50.7% |
| Participant deferral / active EE | $22,237 | $8,216+170.6% | $7,897+181.6% | $6,407+247.1% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |