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 | $49,927 | $165,335-69.8% | $149,696-66.6% | $158,922-68.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 24.10% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $11,468 | $5,103+124.7% | $4,644+146.9% | $4,761+140.9% |
| Participant deferral / active EE | $4,650 | $7,181-35.3% | $6,842-32.0% | $5,982-22.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |