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 | $64,065 | $176,056-63.6% | $159,436-59.8% | $167,490-61.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.83% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $6,862 | $5,297+29.5% | $4,829+42.1% | $4,837+41.8% |
| Participant deferral / active EE | $3,401 | $7,750-56.1% | $7,352-53.7% | $6,341-46.4% |
| Admin fee / account holder | $168 | $12,554-98.7% | $10,799-98.4% | $12,309-98.6% |