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 | $72,639 | $127,065-42.8% | $113,168-35.8% | $142,382-49.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.92% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,649 | $3,442+6.0% | $2,975+22.6% | $4,299-15.1% |
| Participant deferral / active EE | $11,964 | $5,716+109.3% | $5,107+134.3% | $6,507+83.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |