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 | $207,035 | $72,071+187.3% | $68,368+202.8% | $137,256+50.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 21.49% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,159 | $2,788+13.3% | $2,649+19.3% | $4,156-24.0% |
| Participant deferral / active EE | $7,165 | $4,410+62.5% | $4,123+73.8% | $6,407+11.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |