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 5-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 | $118,029 | $138,044-14.5% | $125,339-5.8% | $134,475-12.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 13.92% | 750.33%-736.4pp | 572.05%-558.1pp | 417.96%-404.0pp |
| Employer contribution / active EE | $12,473 | $5,243+137.9% | $4,814+159.1% | $4,740+163.2% |
| Participant deferral / active EE | $13,044 | $7,799+67.3% | $7,446+75.2% | $6,400+103.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |