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 | $77,471 | $201,272-61.5% | $184,203-57.9% | $145,922-46.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,901 | $7,022-58.7% | $6,427-54.9% | $4,660-37.7% |
| Participant deferral / active EE | $12,600 | $9,806+28.5% | $9,131+38.0% | $6,688+88.4% |
| Admin fee / account holder | $32 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |