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 | $69,893 | $107,334-34.9% | $92,893-24.8% | $152,861-54.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 207.91% | 145.58%+62.3pp | 109.41%+98.5pp | 345.32%-137.4pp |
| Employer contribution / active EE | $8,104 | $4,221+92.0% | $3,653+121.9% | $4,762+70.2% |
| Participant deferral / active EE | $4,801 | $4,845-0.9% | $4,236+13.3% | $5,850-17.9% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |