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 | $139,109 | $172,478-19.3% | $145,661-4.5% | $142,382-2.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.88% | 151.09%-129.2pp | 101.46%-79.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,090 | $4,899+3.9% | $4,238+20.1% | $4,299+18.4% |
| Participant deferral / active EE | $23,344 | $8,348+179.6% | $7,198+224.3% | $6,507+258.7% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |