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 5-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 | $102,233 | $158,398-35.5% | $126,539-19.2% | $142,382-28.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.16% | 593.76%-569.6pp | 425.95%-401.8pp | 217.08%-192.9pp |
| Employer contribution / active EE | $4,867 | $4,650+4.7% | $3,674+32.5% | $4,299+13.2% |
| Participant deferral / active EE | $12,168 | $4,767+155.3% | $4,083+198.0% | $6,507+87.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |