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 | $101,546 | $154,228-34.2% | $145,433-30.2% | $137,256-26.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,201 | $4,804-54.2% | $4,554-51.7% | $4,156-47.0% |
| Participant deferral / active EE | $8,649 | $8,216+5.3% | $7,897+9.5% | $6,407+35.0% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |