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 | $76,747 | $177,572-56.8% | $154,803-50.4% | $142,382-46.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.82% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $13,645 | $4,810+183.6% | $4,305+216.9% | $4,299+217.4% |
| Participant deferral / active EE | $8,667 | $6,272+38.2% | $5,540+56.4% | $6,507+33.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |