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 9-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 | $197,461 | $124,281+58.9% | $109,143+80.9% | $167,490+17.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.41% | 26.04%-4.6pp | 25.75%-4.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $13,942 | $4,207+231.4% | $3,722+274.6% | $4,837+188.2% |
| Participant deferral / active EE | $16,720 | $5,255+218.2% | $4,653+259.3% | $6,341+163.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |