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 9-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 | $142,523 | $165,335-13.8% | $149,696-4.8% | $158,922-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.61% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $19,474 | $5,103+281.6% | $4,644+319.3% | $4,761+309.0% |
| Participant deferral / active EE | $13,450 | $7,181+87.3% | $6,842+96.6% | $5,982+124.8% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |