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 | $148,489 | $180,449-17.7% | $154,107-3.6% | $135,375+9.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.24% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $5,117 | $6,035-15.2% | $5,298-3.4% | $4,779+7.1% |
| Participant deferral / active EE | $17,422 | $5,806+200.1% | $5,081+242.9% | $5,609+210.6% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |