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 | $114,941 | $202,432-43.2% | $169,368-32.1% | $139,434-17.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.34% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $7,883 | $4,692+68.0% | $4,013+96.5% | $4,751+65.9% |
| Participant deferral / active EE | $9,909 | $6,938+42.8% | $6,221+59.3% | $6,710+47.7% |
| Admin fee / account holder | $141 | $10,708-98.7% | $9,003-98.4% | $11,403-98.8% |