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 | $136,750 | $95,266+43.5% | $82,389+66.0% | $142,382-4.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.31% | 25.74%-5.4pp | 28.67%-8.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,760 | $2,991+92.6% | $2,517+128.8% | $4,299+34.0% |
| Participant deferral / active EE | $34,560 | $4,809+618.7% | $4,155+731.9% | $6,507+431.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |