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 | $118,749 | $154,228-23.0% | $145,433-18.3% | $137,256-13.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.68% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,800 | $4,804-62.5% | $4,554-60.5% | $4,156-56.7% |
| Participant deferral / active EE | $11,250 | $8,216+36.9% | $7,897+42.5% | $6,407+75.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |