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 | $163,380 | $111,754+46.2% | $103,333+58.1% | $145,922+12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.33% | 24.77%+2.6pp | 24.88%+2.5pp | 561.29%-534.0pp |
| Employer contribution / active EE | $5,693 | $4,212+35.1% | $3,868+47.2% | $4,660+22.2% |
| Participant deferral / active EE | $20,480 | $5,619+264.5% | $5,057+304.9% | $6,688+206.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |