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 | $113,292 | $175,202-35.3% | $149,673-24.3% | $139,434-18.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.09% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.9pp |
| Employer contribution / active EE | $8,286 | $5,474+51.4% | $4,818+72.0% | $4,751+74.4% |
| Participant deferral / active EE | $9,167 | $6,519+40.6% | $5,680+61.4% | $6,710+36.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |