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 | $111,710 | $209,411-46.7% | $178,490-37.4% | $158,922-29.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.18% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.6pp |
| Employer contribution / active EE | $21,886 | $5,706+283.5% | $5,011+336.8% | $4,761+359.7% |
| Participant deferral / active EE | $10,968 | $5,954+84.2% | $5,202+110.8% | $5,982+83.3% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |