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 | $172,141 | $185,822-7.4% | $169,993+1.3% | $139,434+23.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 24.01% | 60.50%-36.5pp | 53.37%-29.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $24,400 | $7,590+221.5% | $6,785+259.6% | $4,751+413.6% |
| Participant deferral / active EE | $12,000 | $11,622+3.3% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |