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 | $189,899 | $117,983+61.0% | $101,794+86.6% | $142,382+33.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.60% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,929 | $2,773+5.6% | $2,289+28.0% | $4,299-31.9% |
| Participant deferral / active EE | $13,733 | $4,714+191.3% | $4,084+236.2% | $6,507+111.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |