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 | $137,597 | $202,432-32.0% | $169,368-18.8% | $139,434-1.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 19.28% | 531.74%-512.5pp | 405.60%-386.3pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,775 | $4,692-62.2% | $4,013-55.8% | $4,751-62.6% |
| Participant deferral / active EE | $14,058 | $6,938+102.6% | $6,221+126.0% | $6,710+109.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |