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 | $59,876 | $214,378-72.1% | $200,582-70.1% | $142,382-57.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.22% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,160 | $6,841-53.8% | $6,419-50.8% | $4,299-26.5% |
| Participant deferral / active EE | $9,564 | $9,865-3.0% | $9,331+2.5% | $6,507+47.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |