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 | $135,156 | $138,065-2.1% | $123,544+9.4% | $135,375-0.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 3.55% | 153.68%-150.1pp | 119.20%-115.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $8,562 | $5,151+66.2% | $4,628+85.0% | $4,779+79.2% |
| Participant deferral / active EE | $5,561 | $6,799-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |