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 | $132,633 | $201,272-34.1% | $184,203-28.0% | $145,922-9.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $8,431 | $7,022+20.1% | $6,427+31.2% | $4,660+80.9% |
| Participant deferral / active EE | $22,538 | $9,806+129.8% | $9,131+146.8% | $6,688+237.0% |
| Admin fee / account holder | $257 | $16,364-98.4% | $13,901-98.2% | $13,397-98.1% |