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 6-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 | $78,868 | $106,584-26.0% | $101,326-22.2% | $142,382-44.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.24% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,843 | $3,956+22.4% | $3,665+32.1% | $4,299+12.7% |
| Participant deferral / active EE | $7,995 | $8,297-3.6% | $7,9940% | $6,507+22.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |