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 | $52,120 | $106,584-51.1% | $101,326-48.6% | $142,382-63.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 86.42% | 36.93%+49.5pp | 36.82%+49.6pp | 217.08%-130.7pp |
| Employer contribution / active EE | $6,513 | $3,956+64.6% | $3,665+77.7% | $4,299+51.5% |
| Participant deferral / active EE | $14,899 | $8,297+79.6% | $7,994+86.4% | $6,507+129.0% |
| Admin fee / account holder | $1 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |