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 | $105,103 | $127,065-17.3% | $113,168-7.1% | $142,382-26.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.40% | 24.03%+2.4pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $13,352 | $3,442+287.9% | $2,975+348.8% | $4,299+210.6% |
| Participant deferral / active EE | $22,888 | $5,716+300.4% | $5,107+348.2% | $6,507+251.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |