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 | $115,784 | $121,625-4.8% | $104,607+10.7% | $158,922-27.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.73% | 465.26%-454.5pp | 340.46%-329.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $28,693 | $3,163+807.2% | $2,681+970.4% | $4,761+502.6% |
| Participant deferral / active EE | $3,040 | $4,177-27.2% | $3,740-18.7% | $5,982-49.2% |
| Admin fee / account holder | $203 | $7,787-97.4% | $6,473-96.9% | $11,246-98.2% |