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 | $183,747 | $217,402-15.5% | $185,823-1.1% | $167,490+9.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 22.80% | 148.36%-125.6pp | 122.05%-99.2pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,932 | $5,873-67.1% | $5,167-62.6% | $4,837-60.1% |
| Participant deferral / active EE | $12,245 | $6,356+92.6% | $5,568+119.9% | $6,341+93.1% |
| Admin fee / account holder | $152 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |