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 | $167,566 | $209,336-20.0% | $197,124-15.0% | $137,256+22.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.84% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $34,375 | $6,591+421.6% | $6,227+452.0% | $4,156+727.1% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |