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 | $216,682 | $201,272+7.7% | $184,203+17.6% | $145,922+48.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.20% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $20,537 | $7,022+192.5% | $6,427+219.5% | $4,660+340.7% |
| Participant deferral / active EE | $14,560 | $9,806+48.5% | $9,131+59.4% | $6,688+117.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |