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 | $161,141 | $114,381+40.9% | $107,525+49.9% | $142,382+13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $9,819 | $4,015+144.6% | $3,754+161.6% | $4,299+128.4% |
| Participant deferral / active EE | $7,768 | $5,564+39.6% | $5,116+51.9% | $6,507+19.4% |
| Admin fee / account holder | $193 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |