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 | $109,159 | $114,381-4.6% | $107,525+1.5% | $142,382-23.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.62% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,802 | $4,015-5.3% | $3,754+1.3% | $4,299-11.6% |
| Participant deferral / active EE | $9,111 | $5,564+63.7% | $5,116+78.1% | $6,507+40.0% |
| Admin fee / account holder | $87 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |