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 6-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 | $112,822 | $94,338+19.6% | $100,534+12.2% | $142,382-20.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.26% | 29.20%-9.9pp | 32.66%-13.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,692 | $4,237+81.5% | $4,346+77.0% | $4,299+78.9% |
| Participant deferral / active EE | $8,671 | $5,934+46.1% | $6,144+41.1% | $6,507+33.3% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |