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 5-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 | $238,061 | $154,228+54.4% | $145,433+63.7% | $137,256+73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $23,656 | $4,804+392.4% | $4,554+419.4% | $4,156+469.2% |
| Participant deferral / active EE | $18,937 | $8,216+130.5% | $7,897+139.8% | $6,407+195.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |