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 | $60,761 | $165,335-63.2% | $149,696-59.4% | $158,922-61.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 26.67% | 348.15%-321.5pp | 276.60%-249.9pp | 302.83%-276.2pp |
| Employer contribution / active EE | $6,994 | $5,103+37.1% | $4,644+50.6% | $4,761+46.9% |
| Participant deferral / active EE | $6,494 | $7,181-9.6% | $6,842-5.1% | $5,982+8.6% |
| Admin fee / account holder | $214 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |