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 | $157,428 | $176,056-10.6% | $159,436-1.3% | $167,490-6.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.60% | 331.75%-316.1pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,012 | $5,297-62.0% | $4,829-58.3% | $4,837-58.4% |
| Participant deferral / active EE | $7,909 | $7,750+2.1% | $7,352+7.6% | $6,341+24.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |