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 | $26,763 | $177,572-84.9% | $154,803-82.7% | $142,382-81.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,495 | $4,810-27.3% | $4,305-18.8% | $4,299-18.7% |
| Participant deferral / active EE | $7,853 | $6,272+25.2% | $5,540+41.7% | $6,507+20.7% |
| Admin fee / account holder | $142 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |