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 | $67,270 | $71,829-6.3% | $69,780-3.6% | $142,382-52.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 20.34% | 31.01%-10.7pp | 26.31%-6.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,164 | $4,385+17.8% | $4,168+23.9% | $4,299+20.1% |
| Participant deferral / active EE | $7,714 | $6,819+13.1% | $6,164+25.1% | $6,507+18.5% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |