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 6-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 | $175,917 | $162,781+8.1% | $133,956+31.3% | $158,922+10.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.33% | 41.94%-16.6pp | 45.09%-19.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $17,618 | $4,975+254.1% | $3,919+349.6% | $4,761+270.0% |
| Participant deferral / active EE | $13,873 | $5,911+134.7% | $5,048+174.8% | $5,982+131.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |