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 | $68,953 | $106,584-35.3% | $101,326-31.9% | $142,382-51.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.64% | 36.93%-11.3pp | 36.82%-11.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $6,963 | $3,956+76.0% | $3,665+90.0% | $4,299+62.0% |
| Participant deferral / active EE | $8,890 | $8,297+7.1% | $7,994+11.2% | $6,507+36.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |