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 3-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 | $152,196 | $154,228-1.3% | $145,433+4.7% | $137,256+10.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.53% | 74.59%-40.1pp | 66.58%-32.0pp | 220.34%-185.8pp |
| Employer contribution / active EE | $32,500 | $4,804+576.5% | $4,554+613.6% | $4,156+682.0% |
| Participant deferral / active EE | $25,100 | $8,216+205.5% | $7,897+217.8% | $6,407+291.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |