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 | $83,105 | $226,064-63.2% | $182,532-54.5% | $152,861-45.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 25.47% | 192.51%-167.0pp | 148.54%-123.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,222 | $4,978-75.5% | $4,076-70.0% | $4,762-74.3% |
| Participant deferral / active EE | $1,510 | $6,368-76.3% | $5,524-72.7% | $5,850-74.2% |
| Admin fee / account holder | $101 | $10,703-99.1% | $8,592-98.8% | $11,596-99.1% |