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 | $57,588 | $154,228-62.7% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.22% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $8,088 | $4,804+68.4% | $4,554+77.6% | $4,156+94.6% |
| Participant deferral / active EE | $9,634 | $8,216+17.3% | $7,897+22.0% | $6,407+50.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |