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 | $139,993 | $140,588-0.4% | $123,104+13.7% | $125,391+11.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.71% | 16.80%-19.5pp | 13.22%-15.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $6,665 | $6,041+10.3% | $5,151+29.4% | $4,866+37.0% |
| Participant deferral / active EE | $12,915 | $6,980+85.0% | $6,230+107.3% | $5,352+141.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |