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 3-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 | $74,355 | $239,571-69.0% | $183,328-59.4% | $137,256-45.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 25.68% | 35.69%-10.0pp | 29.67%-4.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $9,796 | $6,148+59.3% | $5,055+93.8% | $4,156+135.7% |
| Participant deferral / active EE | $26,249 | $7,995+228.3% | $6,795+286.3% | $6,407+309.7% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |