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 | $75,205 | $159,934-53.0% | $147,005-48.8% | $145,959-48.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.94% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,927 | $5,287-63.5% | $4,934-60.9% | $4,661-58.7% |
| Participant deferral / active EE | $8,200 | $8,427-2.7% | $8,070+1.6% | $6,689+22.6% |
| Admin fee / account holder | $256 | $15,053-98.3% | $13,006-98.0% | $13,398-98.1% |