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 | $111,678 | $185,822-39.9% | $169,993-34.3% | $139,434-19.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 58.46% | 60.50%-2.0pp | 53.37%+5.1pp | 372.94%-314.5pp |
| Employer contribution / active EE | $2,126 | $7,590-72.0% | $6,785-68.7% | $4,751-55.2% |
| Participant deferral / active EE | $5,348 | $11,622-54.0% | $10,408-48.6% | $6,710-20.3% |
| Admin fee / account holder | $238 | $15,381-98.4% | $12,815-98.1% | $11,403-97.9% |