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 | $112,766 | $108,912+3.5% | $100,383+12.3% | $145,959-22.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 57.96%-47.8pp | 49.26%-39.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $9,812 | $4,423+121.9% | $3,944+148.8% | $4,661+110.5% |
| Participant deferral / active EE | $5,054 | $8,451-40.2% | $8,086-37.5% | $6,689-24.4% |
| Admin fee / account holder | $239 | $9,690-97.5% | $7,900-97.0% | $13,398-98.2% |