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 | $198,166 | $214,378-7.6% | $200,582-1.2% | $142,382+39.2% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 17.28% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,352 | $9,865+45.5% | $9,331+53.8% | $6,507+120.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |