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 | $115,621 | $108,919+6.2% | $100,391+15.2% | $145,922-20.8% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 23.23% | 57.88%-34.7pp | 49.20%-26.0pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,493 | $4,419-21.0% | $3,942-11.4% | $4,660-25.0% |
| Participant deferral / active EE | $8,151 | $8,445-3.5% | $8,082+0.9% | $6,688+21.9% |
| Admin fee / account holder | $97 | $9,689-99.0% | $7,899-98.8% | $13,397-99.3% |