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 | $119,126 | $176,056-32.3% | $159,436-25.3% | $167,490-28.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.21% | 331.75%-312.5pp | 263.57%-244.4pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,487 | $5,297-53.0% | $4,829-48.5% | $4,837-48.6% |
| Participant deferral / active EE | $6,083 | $7,750-21.5% | $7,352-17.3% | $6,341-4.1% |
| Admin fee / account holder | $158 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |