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 | $156,526 | $183,963-14.9% | $162,163-3.5% | $152,861+2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.68% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,591 | $6,371-43.6% | $5,614-36.0% | $4,762-24.6% |
| Participant deferral / active EE | $8,559 | $8,034+6.5% | $7,298+17.3% | $5,850+46.3% |
| Admin fee / account holder | $128 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |