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 | $87,148 | $172,111-49.4% | $150,298-42.0% | $137,256-36.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 21.03% | 69.37%-48.3pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $6,534 | $4,636+40.9% | $4,154+57.3% | $4,156+57.2% |
| Participant deferral / active EE | $5,063 | $6,166-17.9% | $5,453-7.1% | $6,407-21.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |