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 3-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 | $103,767 | $102,245+1.5% | $89,340+16.1% | $137,256-24.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.95% | 21.89%-0.9pp | 20.57%+0.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,018 | $2,529+98.4% | $2,231+124.9% | $4,156+20.7% |
| Participant deferral / active EE | $19,993 | $4,436+350.6% | $3,823+423.0% | $6,407+212.1% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |