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 | $141,910 | $201,272-29.5% | $184,203-23.0% | $145,922-2.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,496 | $7,022+6.8% | $6,427+16.6% | $4,660+60.9% |
| Participant deferral / active EE | $6,603 | $9,806-32.7% | $9,131-27.7% | $6,688-1.3% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |