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 | $192,397 | $99,341+93.7% | $84,750+127.0% | $273,961-29.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.74% | 22.93%-14.2pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,894 | $4,214-31.3% | $3,574-19.0% | $4,869-40.6% |
| Participant deferral / active EE | $3,991 | $4,269-6.5% | $3,712+7.5% | $5,287-24.5% |
| Admin fee / account holder | $211 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |