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 | $206,830 | $209,336-1.2% | $197,124+4.9% | $137,256+50.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.50% | 48.09%-29.6pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,152 | $6,591-6.7% | $6,227-1.2% | $4,156+48.0% |
| Participant deferral / active EE | $8,669 | $9,614-9.8% | $9,135-5.1% | $6,407+35.3% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |