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 | $116,227 | $165,335-29.7% | $149,696-22.4% | $158,922-26.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.17% | 348.15%-322.0pp | 276.60%-250.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $5,771 | $5,103+13.1% | $4,644+24.3% | $4,761+21.2% |
| Participant deferral / active EE | $17,609 | $7,181+145.2% | $6,842+157.4% | $5,982+194.4% |
| Admin fee / account holder | $103 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |