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 | $186,193 | $201,272-7.5% | $184,203+1.1% | $145,922+27.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.86% | 29.00%-7.1pp | 28.81%-7.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $31,973 | $7,022+355.3% | $6,427+397.5% | $4,660+586.2% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,131+122.7% | $6,688+204.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |