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 | $94,255 | $183,519-48.6% | $155,509-39.4% | $145,922-35.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $7,942 | $5,313+49.5% | $4,672+70.0% | $4,660+70.5% |
| Participant deferral / active EE | $8,354 | $6,462+29.3% | $5,626+48.5% | $6,688+24.9% |
| Admin fee / account holder | $62 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |