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 4-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 | $191,073 | $154,228+23.9% | $145,433+31.4% | $137,256+39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $12,880 | $4,804+168.1% | $4,554+182.8% | $4,156+209.9% |
| Participant deferral / active EE | $22,865 | $8,216+178.3% | $7,897+189.5% | $6,407+256.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |