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 | $130,317 | $185,822-29.9% | $169,993-23.3% | $139,434-6.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.34% | 60.50%-32.2pp | 53.37%-25.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $7,979 | $7,590+5.1% | $6,785+17.6% | $4,751+68.0% |
| Participant deferral / active EE | $16,464 | $11,622+41.7% | $10,408+58.2% | $6,710+145.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |