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 | $190,111 | $209,336-9.2% | $197,124-3.6% | $137,256+38.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.87% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $14,936 | $6,591+126.6% | $6,227+139.8% | $4,156+259.4% |
| Participant deferral / active EE | $10,061 | $9,614+4.6% | $9,135+10.1% | $6,407+57.0% |
| Admin fee / account holder | $34 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |