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 | $93,305 | $106,515-12.4% | $96,683-3.5% | $139,434-33.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 21.48% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,474 | $4,103-15.3% | $3,737-7.0% | $4,751-26.9% |
| Participant deferral / active EE | $9,736 | $5,454+78.5% | $4,878+99.6% | $6,710+45.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |