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 5-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 | $105,732 | $104,974+0.7% | $95,585+10.6% | $142,382-25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,603 | $2,779+101.7% | $2,527+121.8% | $4,299+30.3% |
| Participant deferral / active EE | $17,297 | $4,352+297.5% | $4,023+330.0% | $6,507+165.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |