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 | $39,938 | $85,766-53.4% | $136,294-70.7% | $70,131-43.1% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 18.36% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,098 | $2,966+4.5% | $4,695-34.0% | $2,342+32.3% |
| Participant deferral / active EE | $4,365 | $5,051-13.6% | $6,247-30.1% | $3,332+31.0% |
| Admin fee / account holder | $294 | $5,420-94.6% | $9,243-96.8% | $4,645-93.7% |