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 | $98,345 | $114,381-14.0% | $107,525-8.5% | $142,382-30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.73% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $11,782 | $4,015+193.5% | $3,754+213.9% | $4,299+174.0% |
| Participant deferral / active EE | $18,003 | $5,564+223.5% | $5,116+251.9% | $6,507+176.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |