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 | $61,904 | $176,056-64.8% | $159,436-61.2% | $167,490-63.0% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.9pp |
| Annual return | 19.30% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $5,550 | $5,297+4.8% | $4,829+14.9% | $4,837+14.7% |
| Participant deferral / active EE | $14,465 | $7,750+86.6% | $7,352+96.7% | $6,341+128.1% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |