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 | $77,497 | $176,056-56.0% | $159,436-51.4% | $167,490-53.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.06% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,043 | $7,750+3.8% | $7,352+9.4% | $6,341+26.8% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |