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 | $222,896 | $201,272+10.7% | $184,203+21.0% | $145,922+52.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $18,201 | $7,022+159.2% | $6,427+183.2% | $4,660+290.6% |
| Participant deferral / active EE | $9,076 | $9,806-7.4% | $9,131-0.6% | $6,688+35.7% |
| Admin fee / account holder | $56 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |