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 8-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 | $194,490 | $185,822+4.7% | $169,993+14.4% | $139,434+39.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.56% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $8,041 | $7,590+5.9% | $6,785+18.5% | $4,751+69.3% |
| Participant deferral / active EE | $11,323 | $11,622-2.6% | $10,408+8.8% | $6,710+68.7% |
| Admin fee / account holder | $63 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |