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 | $143,288 | $124,425+15.2% | $112,040+27.9% | $137,256+4.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.67% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $21,000 | $3,411+515.6% | $2,954+610.9% | $4,156+405.3% |
| Participant deferral / active EE | $29,160 | $5,718+409.9% | $5,098+472.0% | $6,407+355.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |