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 | $122,343 | $106,584+14.8% | $101,326+20.7% | $142,382-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.42% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,616 | $3,956+218.9% | $3,665+244.2% | $4,299+193.4% |
| Participant deferral / active EE | $19,616 | $8,297+136.4% | $7,994+145.4% | $6,507+201.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |