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 | $85,627 | $54,705+56.5% | $71,209+20.2% | $84,808+1.0% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 18.37% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,720 | $2,158+165.1% | $2,721+110.2% | $2,631+117.4% |
| Participant deferral / active EE | $5,178 | $3,030+70.9% | $4,175+24.0% | $4,212+23.0% |
| Admin fee / account holder | $177 | $4,863-96.4% | $5,349-96.7% | $7,344-97.6% |