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 | $127,037 | $159,602-20.4% | $150,045-15.3% | $142,382-10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1804.00% | 70.24%+1733.8pp | 62.55%+1741.5pp | 217.08%+1586.9pp |
| Employer contribution / active EE | $1,572 | $4,961-68.3% | $4,693-66.5% | $4,299-63.4% |
| Participant deferral / active EE | $2,816 | $8,310-66.1% | $7,997-64.8% | $6,507-56.7% |
| Admin fee / account holder | $119 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |