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 | $84,394 | $148,534-43.2% | $135,903-37.9% | $139,434-39.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 123.77% | 79.19%+44.6pp | 68.23%+55.5pp | 372.94%-249.2pp |
| Employer contribution / active EE | $2,374 | $5,243-54.7% | $4,856-51.1% | $4,751-50.0% |
| Participant deferral / active EE | $7,212 | $8,100-11.0% | $7,758-7.0% | $6,710+7.5% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |