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 | $47,839 | $197,591-75.8% | $177,821-73.1% | $158,922-69.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 19.70% | 58.76%-39.1pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,663 | $6,697-30.4% | $5,918-21.2% | $4,761-2.1% |
| Participant deferral / active EE | $8,345 | $8,405-0.7% | $7,714+8.2% | $5,982+39.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |