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 | $130,242 | $198,466-34.4% | $170,442-23.6% | $147,584-11.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.35% | 257.29%-241.9pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,353 | $6,184-61.9% | $5,433-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $4,124 | $5,629-26.8% | $4,939-16.5% | $5,439-24.2% |
| Admin fee / account holder | $102 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |