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 | $87,173 | $202,432-56.9% | $169,368-48.5% | $139,434-37.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.88% | 531.74%-510.9pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,810 | $4,692+23.8% | $4,013+44.8% | $4,751+22.3% |
| Participant deferral / active EE | $9,800 | $6,938+41.3% | $6,221+57.5% | $6,710+46.1% |
| Admin fee / account holder | $279 | $10,708-97.4% | $9,003-96.9% | $11,403-97.6% |