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 | $159,017 | $183,963-13.6% | $162,163-1.9% | $152,861+4.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.60% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $10,075 | $6,371+58.1% | $5,614+79.5% | $4,762+111.6% |
| Participant deferral / active EE | $11,273 | $8,034+40.3% | $7,298+54.5% | $5,850+92.7% |
| Admin fee / account holder | $251 | $13,121-98.1% | $10,843-97.7% | $11,596-97.8% |