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 | $90,068 | $183,963-51.0% | $162,163-44.5% | $152,861-41.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 28.26% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.1pp |
| Employer contribution / active EE | $6,335 | $6,371-0.6% | $5,614+12.8% | $4,762+33.0% |
| Participant deferral / active EE | $7,253 | $8,034-9.7% | $7,298-0.6% | $5,850+24.0% |
| Admin fee / account holder | $153 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |