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 | $209,627 | $214,378-2.2% | $200,582+4.5% | $142,382+47.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.41% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $15,671 | $6,841+129.1% | $6,419+144.1% | $4,299+264.5% |
| Participant deferral / active EE | $12,312 | $9,865+24.8% | $9,331+31.9% | $6,507+89.2% |
| Admin fee / account holder | $211 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |