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 8-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 | $96,893 | $177,572-45.4% | $154,803-37.4% | $142,382-31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,878 | $4,810-19.4% | $4,305-9.9% | $4,299-9.8% |
| Participant deferral / active EE | $11,801 | $6,272+88.2% | $5,540+113.0% | $6,507+81.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |