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 | $187,407 | $163,101+14.9% | $136,749+37.0% | $142,382+31.6% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 46.76% | 27.54%+19.2pp | 24.33%+22.4pp | 217.08%-170.3pp |
| Employer contribution / active EE | $4,958 | $4,117+20.4% | $3,400+45.8% | $4,299+15.3% |
| Participant deferral / active EE | $11,039 | $5,585+97.7% | $4,692+135.3% | $6,507+69.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |