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 7-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 | $139,799 | $127,065+10.0% | $113,168+23.5% | $142,382-1.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 35.52% | 24.03%+11.5pp | 24.27%+11.3pp | 217.08%-181.6pp |
| Employer contribution / active EE | $6,486 | $3,442+88.4% | $2,975+118.0% | $4,299+50.9% |
| Participant deferral / active EE | $13,788 | $5,716+141.2% | $5,107+170.0% | $6,507+111.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |