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 | $74,970 | $165,335-54.7% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 25.21% | 348.15%-322.9pp | 276.60%-251.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $7,280 | $5,103+42.7% | $4,644+56.7% | $4,761+52.9% |
| Participant deferral / active EE | $15,744 | $7,181+119.2% | $6,842+130.1% | $5,982+163.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |