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 | $23,710 | $138,065-82.8% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 7.77% | 153.68%-145.9pp | 119.20%-111.4pp | 519.73%-512.0pp |
| Employer contribution / active EE | $5,583 | $5,151+8.4% | $4,628+20.6% | $4,779+16.8% |
| Participant deferral / active EE | $3,947 | $6,799-41.9% | $6,426-38.6% | $5,609-29.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |