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 | $130,471 | $177,572-26.5% | $154,803-15.7% | $142,382-8.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 65.07%-47.1pp | 58.88%-41.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $12,964 | $4,810+169.5% | $4,305+201.1% | $4,299+201.6% |
| Participant deferral / active EE | $21,504 | $6,272+242.9% | $5,540+288.1% | $6,507+230.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |