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 | $239,297 | $165,335+44.7% | $149,696+59.9% | $158,922+50.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.13% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $22,489 | $5,103+340.7% | $4,644+384.2% | $4,761+372.3% |
| Participant deferral / active EE | $12,150 | $7,181+69.2% | $6,842+77.6% | $5,982+103.1% |
| Admin fee / account holder | $45 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |