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 | $45,238 | $165,335-72.6% | $149,696-69.8% | $158,922-71.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.30% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $11,998 | $5,103+135.1% | $4,644+158.3% | $4,761+152.0% |
| Participant deferral / active EE | $10,795 | $7,181+50.3% | $6,842+57.8% | $5,982+80.4% |
| Admin fee / account holder | $198 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |