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 | $43,168 | $98,750-56.3% | $149,696-71.2% | $79,858-45.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 25.11% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,801 | $3,216-12.9% | $4,644-39.7% | $2,471+13.4% |
| Participant deferral / active EE | $6,299 | $5,680+10.9% | $6,842-7.9% | $3,740+68.4% |
| Admin fee / account holder | $31 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |