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 | $83,607 | $185,822-55.0% | $169,993-50.8% | $139,434-40.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.36% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,336 | $7,590-56.1% | $6,785-50.8% | $4,751-29.8% |
| Participant deferral / active EE | $7,156 | $11,622-38.4% | $10,408-31.2% | $6,710+6.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |