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 | $239,271 | $201,259+18.9% | $184,200+29.9% | $145,959+63.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.43% | 28.98%-17.5pp | 28.80%-17.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $24,667 | $7,018+251.5% | $6,424+284.0% | $4,661+429.2% |
| Participant deferral / active EE | $28,376 | $9,806+189.4% | $9,132+210.7% | $6,689+324.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |