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 | $183,394 | $163,101+12.4% | $136,749+34.1% | $142,382+28.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.34% | 27.54%-8.2pp | 24.33%-5.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,600 | $4,117-12.5% | $3,400+5.9% | $4,299-16.3% |
| Participant deferral / active EE | $23,500 | $5,585+320.8% | $4,692+400.8% | $6,507+261.1% |
| Admin fee / account holder | $84 | $14,318-99.4% | $11,386-99.3% | $12,624-99.3% |