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 | $92,577 | $197,591-53.1% | $177,821-47.9% | $158,922-41.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.42% | 58.76%-37.3pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $17,320 | $6,697+158.6% | $5,918+192.6% | $4,761+263.8% |
| Participant deferral / active EE | $7,096 | $8,405-15.6% | $7,714-8.0% | $5,982+18.6% |
| Admin fee / account holder | $258 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |