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 | $178,174-60.1% | $156,181-54.5% | $137,256-48.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.60% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $7,881 | $4,972+58.5% | $4,294+83.5% | $4,156+89.6% |
| Participant deferral / active EE | $6,976 | $6,888+1.3% | $6,132+13.8% | $6,407+8.9% |
| Admin fee / account holder | $38 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |