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 | $91,171 | $148,534-38.6% | $135,903-32.9% | $139,434-34.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.07% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,537 | $5,243-70.7% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $10,071 | $8,100+24.3% | $7,758+29.8% | $6,710+50.1% |
| Admin fee / account holder | $169 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |