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 | $154,561 | $87,166+77.3% | $76,735+101.4% | $137,256+12.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 18.81% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,235 | $2,904+45.8% | $2,454+72.6% | $4,156+1.9% |
| Participant deferral / active EE | $13,741 | $4,726+190.8% | $4,088+236.1% | $6,407+114.5% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |