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 4-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 | $173,408 | $214,378-19.1% | $200,582-13.5% | $142,382+21.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.11% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $26,084 | $6,841+281.3% | $6,419+306.4% | $4,299+506.7% |
| Participant deferral / active EE | $19,834 | $9,865+101.1% | $9,331+112.6% | $6,507+204.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |