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 | $91,339 | $201,272-54.6% | $184,203-50.4% | $145,922-37.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.11% | 29.00%-3.9pp | 28.81%-3.7pp | 561.29%-536.2pp |
| Employer contribution / active EE | $2,688 | $7,022-61.7% | $6,427-58.2% | $4,660-42.3% |
| Participant deferral / active EE | $7,860 | $9,806-19.8% | $9,131-13.9% | $6,688+17.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |