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 8-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 | $239,677 | $124,425+92.6% | $112,040+113.9% | $137,256+74.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 31.04% | 24.72%+6.3pp | 24.52%+6.5pp | 220.34%-189.3pp |
| Employer contribution / active EE | $2,006 | $3,411-41.2% | $2,954-32.1% | $4,156-51.7% |
| Participant deferral / active EE | $2,526 | $5,718-55.8% | $5,098-50.4% | $6,407-60.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |