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 | $87,366 | $172,111-49.2% | $150,298-41.9% | $137,256-36.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.99% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,597 | $4,636-44.0% | $4,154-37.5% | $4,156-37.5% |
| Participant deferral / active EE | $4,688 | $6,166-24.0% | $5,453-14.0% | $6,407-26.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |