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 | $111,789 | $114,381-2.3% | $107,525+4.0% | $142,382-21.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.11% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,469 | $4,015+61.1% | $3,754+72.3% | $4,299+50.5% |
| Participant deferral / active EE | $7,394 | $5,564+32.9% | $5,116+44.5% | $6,507+13.6% |
| Admin fee / account holder | $159 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |