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 | $214,378-3.5% | $200,582+3.1% | $142,382+45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.50% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,152 | $6,841-10.1% | $6,419-4.2% | $4,299+43.1% |
| Participant deferral / active EE | $8,669 | $9,865-12.1% | $9,331-7.1% | $6,507+33.2% |
| Admin fee / account holder | $14 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |