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 7-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 | $212,077 | $214,378-1.1% | $200,582+5.7% | $142,382+48.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.94% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $14,691 | $6,841+114.7% | $6,419+128.9% | $4,299+241.7% |
| Participant deferral / active EE | $14,062 | $9,865+42.5% | $9,331+50.7% | $6,507+116.1% |
| Admin fee / account holder | $122 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |