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 | $121,596 | $214,378-43.3% | $200,582-39.4% | $142,382-14.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.53% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $10,269 | $6,841+50.1% | $6,419+60.0% | $4,299+138.9% |
| Participant deferral / active EE | $12,740 | $9,865+29.1% | $9,331+36.5% | $6,507+95.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |