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 | $149,257 | $177,572-15.9% | $154,803-3.6% | $142,382+4.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,849 | $4,810+42.4% | $4,305+59.1% | $4,299+59.3% |
| Participant deferral / active EE | $10,318 | $6,272+64.5% | $5,540+86.2% | $6,507+58.6% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |