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 | $235,395 | $201,272+17.0% | $184,203+27.8% | $145,922+61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 44.63% | 29.00%+15.6pp | 28.81%+15.8pp | 561.29%-516.7pp |
| Employer contribution / active EE | $2,670 | $7,022-62.0% | $6,427-58.5% | $4,660-42.7% |
| Participant deferral / active EE | $8,043 | $9,806-18.0% | $9,131-11.9% | $6,688+20.3% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |