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 | $151,676 | $202,432-25.1% | $169,368-10.4% | $139,434+8.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.57% | 531.74%-507.2pp | 405.60%-381.0pp | 372.94%-348.4pp |
| Employer contribution / active EE | $11,253 | $4,692+139.8% | $4,013+180.4% | $4,751+136.9% |
| Participant deferral / active EE | $17,248 | $6,938+148.6% | $6,221+177.2% | $6,710+157.0% |
| Admin fee / account holder | $291 | $10,708-97.3% | $9,003-96.8% | $11,403-97.4% |