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 7-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 | $154,187 | $185,822-17.0% | $169,993-9.3% | $139,434+10.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.54% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $18,632 | $7,590+145.5% | $6,785+174.6% | $4,751+292.2% |
| Participant deferral / active EE | $19,827 | $11,622+70.6% | $10,408+90.5% | $6,710+195.5% |
| Admin fee / account holder | $217 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |