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 | $94,310 | $114,381-17.5% | $107,525-12.3% | $142,382-33.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.02% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,720 | $4,015+17.6% | $3,754+25.8% | $4,299+9.8% |
| Participant deferral / active EE | $6,115 | $5,564+9.9% | $5,116+19.5% | $6,507-6.0% |
| Admin fee / account holder | $176 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |