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 | $55,088 | $118,427-53.5% | $66,042-16.6% | $142,382-61.3% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 16.60% | 35.57%-19.0pp | 52.11%-35.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $15,852 | $2,570+516.9% | $1,579+903.7% | $4,299+268.7% |
| Participant deferral / active EE | $7,750 | $4,311+79.8% | $2,835+173.3% | $6,507+19.1% |
| Admin fee / account holder | $77 | $9,593-99.2% | $5,747-98.7% | $12,624-99.4% |