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 | $174,802 | $166,020+5.3% | $164,866+6.0% | $145,959+19.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.58% | 100.08%-76.5pp | 69.97%-46.4pp | 561.95%-538.4pp |
| Employer contribution / active EE | $4,376 | $5,275-17.0% | $4,343+0.8% | $4,661-6.1% |
| Participant deferral / active EE | $11,937 | $6,961+71.5% | $6,033+97.9% | $6,689+78.5% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |