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 | $128,791 | $133,922-3.8% | $116,228+10.8% | $142,382-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.56% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,754 | $3,446+212.1% | $2,994+259.1% | $4,299+150.2% |
| Participant deferral / active EE | $5,150 | $5,672-9.2% | $4,953+4.0% | $6,507-20.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |