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 | $58,277 | $127,065-54.1% | $113,168-48.5% | $142,382-59.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.26% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,014 | $3,442+16.6% | $2,975+34.9% | $4,299-6.6% |
| Participant deferral / active EE | $9,773 | $5,716+71.0% | $5,107+91.4% | $6,507+50.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |