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 | $38,717 | $209,411-81.5% | $178,490-78.3% | $158,922-75.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.81% | 188.75%-170.9pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,987 | $5,706-65.2% | $5,011-60.3% | $4,761-58.3% |
| Participant deferral / active EE | $6,332 | $5,954+6.3% | $5,202+21.7% | $5,982+5.8% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |