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 | $121,851 | $154,228-21.0% | $145,433-16.2% | $137,256-11.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.73% | 74.59%-49.9pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $7,528 | $4,804+56.7% | $4,554+65.3% | $4,156+81.1% |
| Participant deferral / active EE | $10,606 | $8,216+29.1% | $7,897+34.3% | $6,407+65.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |