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 | $149,040-31.4% | $120,225-15.0% | $137,256-25.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.16% | 605.68%-581.5pp | 439.23%-415.1pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,867 | $4,350+11.9% | $3,475+40.0% | $4,156+17.1% |
| Participant deferral / active EE | $12,168 | $4,655+161.4% | $3,999+204.3% | $6,407+89.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |