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 | $66,087 | $157,256-58.0% | $141,162-53.2% | $152,861-56.8% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 26.47% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $13,086 | $5,261+148.7% | $4,735+176.4% | $4,762+174.8% |
| Participant deferral / active EE | $8,055 | $7,109+13.3% | $6,709+20.1% | $5,850+37.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |