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 9-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 | $168,213 | $201,272-16.4% | $184,203-8.7% | $145,922+15.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.18% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,666 | $7,022-62.0% | $6,427-58.5% | $4,660-42.8% |
| Participant deferral / active EE | $12,032 | $9,806+22.7% | $9,131+31.8% | $6,688+79.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |