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 | $139,087 | $114,381+21.6% | $107,525+29.4% | $142,382-2.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 86.47% | 242.71%-156.2pp | 181.32%-94.9pp | 217.08%-130.6pp |
| Employer contribution / active EE | $20,717 | $4,015+416.0% | $3,754+451.9% | $4,299+381.9% |
| Participant deferral / active EE | $20,717 | $5,564+272.3% | $5,116+305.0% | $6,507+218.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |