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 | $216,556 | $157,256+37.7% | $141,162+53.4% | $152,861+41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.44% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $8,017 | $5,261+52.4% | $4,735+69.3% | $4,762+68.3% |
| Participant deferral / active EE | $6,922 | $7,109-2.6% | $6,709+3.2% | $5,850+18.3% |
| Admin fee / account holder | -$61 | $12,120-100.5% | $10,261-100.6% | $11,596-100.5% |