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 | $61,451 | $114,381-46.3% | $107,525-42.8% | $142,382-56.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.86% | 242.71%-221.8pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,169 | $4,015-70.9% | $3,754-68.9% | $4,299-72.8% |
| Participant deferral / active EE | $8,560 | $5,564+53.8% | $5,116+67.3% | $6,507+31.5% |
| Admin fee / account holder | $279 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |