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 | $131,046 | $209,336-37.4% | $197,124-33.5% | $137,256-4.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.90% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,530 | $6,591-31.3% | $6,227-27.3% | $4,156+9.0% |
| Participant deferral / active EE | $16,455 | $9,614+71.2% | $9,135+80.1% | $6,407+156.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |