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 | $123,468 | $172,478-28.4% | $145,661-15.2% | $142,382-13.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.52% | 151.09%-132.6pp | 101.46%-82.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,025 | $4,899-38.3% | $4,238-28.6% | $4,299-29.6% |
| Participant deferral / active EE | $4,057 | $8,348-51.4% | $7,198-43.6% | $6,507-37.7% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |