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 | $91,945 | $163,101-43.6% | $136,749-32.8% | $142,382-35.4% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 20.02% | 27.54%-7.5pp | 24.33%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,475 | $4,117-64.2% | $3,400-56.6% | $4,299-65.7% |
| Participant deferral / active EE | $6,603 | $5,585+18.2% | $4,692+40.7% | $6,507+1.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |