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 | $140,375 | $114,381+22.7% | $107,525+30.6% | $142,382-1.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.69% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,947 | $4,015+147.8% | $3,754+165.0% | $4,299+131.4% |
| Participant deferral / active EE | $11,684 | $5,564+110.0% | $5,116+128.4% | $6,507+79.6% |
| Admin fee / account holder | $112 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |