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 | $83,990 | $114,237-26.5% | $119,258-29.6% | $167,490-49.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.84% | 29.87%-10.0pp | 30.69%-10.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $8,199 | $4,481+83.0% | $4,384+87.0% | $4,837+69.5% |
| Participant deferral / active EE | $3,714 | $6,084-38.9% | $6,111-39.2% | $6,341-41.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |