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 | $66,092 | $148,534-55.5% | $135,903-51.4% | $139,434-52.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.95% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,005 | $5,243-42.7% | $4,856-38.1% | $4,751-36.8% |
| Participant deferral / active EE | $7,779 | $8,100-4.0% | $7,758+0.3% | $6,710+15.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |