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 | $63,397 | $165,335-61.7% | $149,696-57.6% | $158,922-60.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.40% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,999 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $8,838 | $7,181+23.1% | $6,842+29.2% | $5,982+47.7% |
| Admin fee / account holder | $8 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |