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 | $71,069 | $179,726-60.5% | $156,263-54.5% | $142,382-50.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.60% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,881 | $5,069+55.5% | $4,333+81.9% | $4,299+83.3% |
| Participant deferral / active EE | $6,976 | $6,956+0.3% | $6,158+13.3% | $6,507+7.2% |
| Admin fee / account holder | $38 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |