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 | $118,597 | $114,381+3.7% | $107,525+10.3% | $142,382-16.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.00% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $7,400 | $4,015+84.3% | $3,754+97.1% | $4,299+72.1% |
| Participant deferral / active EE | $16,365 | $5,564+194.1% | $5,116+219.9% | $6,507+151.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |