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 | $124,170 | $114,381+8.6% | $107,525+15.5% | $142,382-12.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.75% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,012 | $4,015-0.1% | $3,754+6.9% | $4,299-6.7% |
| Participant deferral / active EE | $11,881 | $5,564+113.5% | $5,116+132.2% | $6,507+82.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |