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 | $48,700 | $226,064-78.5% | $182,532-73.3% | $152,861-68.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 20.01% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,189 | $4,978-56.0% | $4,076-46.3% | $4,762-54.0% |
| Participant deferral / active EE | $10,298 | $6,368+61.7% | $5,524+86.4% | $5,850+76.0% |
| Admin fee / account holder | $270 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |