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 3-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 | $118,986 | $97,125+22.5% | $86,233+38.0% | $137,256-13.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 30.02% | 74.19%-44.2pp | 61.39%-31.4pp | 220.34%-190.3pp |
| Employer contribution / active EE | $6,080 | $2,841+114.0% | $2,504+142.8% | $4,156+46.3% |
| Participant deferral / active EE | $23,500 | $5,180+353.7% | $4,559+415.5% | $6,407+266.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |