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 | $116,580 | $159,602-27.0% | $150,045-22.3% | $142,382-18.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.00% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $17,567 | $4,961+254.1% | $4,693+274.3% | $4,299+308.6% |
| Participant deferral / active EE | $31,025 | $8,310+273.3% | $7,997+288.0% | $6,507+376.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |