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 | $112,788 | $163,101-30.8% | $136,749-17.5% | $142,382-20.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 28.85% | 27.54%+1.3pp | 24.33%+4.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $9,730 | $4,117+136.4% | $3,400+186.2% | $4,299+126.3% |
| Participant deferral / active EE | $23,458 | $5,585+320.0% | $4,692+400.0% | $6,507+260.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |