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 | $115,654 | $198,466-41.7% | $170,442-32.1% | $147,584-21.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.63% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,457 | $6,184-60.3% | $5,433-54.8% | $4,876-49.6% |
| Participant deferral / active EE | $5,876 | $5,629+4.4% | $4,939+19.0% | $5,439+8.0% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |