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 | $124,425-15.5% | $112,040-6.2% | $137,256-23.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.40% | 24.72%+1.7pp | 24.52%+1.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $13,352 | $3,411+291.4% | $2,954+352.0% | $4,156+221.3% |
| Participant deferral / active EE | $22,888 | $5,718+300.3% | $5,098+349.0% | $6,407+257.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |