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 | $166,518 | $177,572-6.2% | $154,803+7.6% | $142,382+17.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $15,940 | $4,810+231.4% | $4,305+270.2% | $4,299+270.8% |
| Participant deferral / active EE | $17,163 | $6,272+173.7% | $5,540+209.8% | $6,507+163.7% |
| Admin fee / account holder | $239 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |