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 | $245,505 | $154,228+59.2% | $145,433+68.8% | $137,256+78.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.46% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,087 | $4,804-14.9% | $4,554-10.3% | $4,156-1.7% |
| Participant deferral / active EE | $12,337 | $8,216+50.2% | $7,897+56.2% | $6,407+92.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |