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 8-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 | $62,886 | $165,335-62.0% | $149,696-58.0% | $158,922-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.99% | 348.15%-319.2pp | 276.60%-247.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $6,568 | $5,103+28.7% | $4,644+41.4% | $4,761+38.0% |
| Participant deferral / active EE | $16,420 | $7,181+128.7% | $6,842+140.0% | $5,982+174.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |