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 | $111,465 | $154,228-27.7% | $145,433-23.4% | $137,256-18.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.30% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,905 | $4,804-18.7% | $4,554-14.3% | $4,156-6.1% |
| Participant deferral / active EE | $13,500 | $8,216+64.3% | $7,897+70.9% | $6,407+110.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |