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 | $111,454 | $148,534-25.0% | $135,903-18.0% | $139,434-20.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.27% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $14,104 | $5,243+169.0% | $4,856+190.4% | $4,751+196.9% |
| Participant deferral / active EE | $8,472 | $8,100+4.6% | $7,758+9.2% | $6,710+26.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |