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 | $35,806 | $175,202-79.6% | $149,673-76.1% | $139,434-74.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.96% | 166.71%-153.7pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $5,137 | $5,474-6.2% | $4,818+6.6% | $4,751+8.1% |
| Participant deferral / active EE | $7,008 | $6,519+7.5% | $5,680+23.4% | $6,710+4.4% |
| Admin fee / account holder | $142 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |