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 | $137,708 | $114,381+20.4% | $107,525+28.1% | $142,382-3.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.35% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $15,148 | $4,015+277.3% | $3,754+303.6% | $4,299+252.3% |
| Participant deferral / active EE | $8,650 | $5,564+55.5% | $5,116+69.1% | $6,507+32.9% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |