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 | $37,332 | $72,071-48.2% | $68,368-45.4% | $137,256-72.8% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.0%+2.6pp |
| Annual return | 21.66% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,109 | $2,788+11.5% | $2,649+17.4% | $4,156-25.2% |
| Participant deferral / active EE | $3,760 | $4,410-14.7% | $4,123-8.8% | $6,407-41.3% |
| Admin fee / account holder | $193 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |