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 | $85,294 | $209,336-59.3% | $197,124-56.7% | $137,256-37.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.78% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $7,368 | $6,591+11.8% | $6,227+18.3% | $4,156+77.3% |
| Participant deferral / active EE | $22,919 | $9,614+138.4% | $9,135+150.9% | $6,407+257.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |