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 | $61,201 | $217,402-71.8% | $185,823-67.1% | $167,490-63.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.02% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $11,419 | $5,873+94.4% | $5,167+121.0% | $4,837+136.0% |
| Participant deferral / active EE | $6,787 | $6,356+6.8% | $5,568+21.9% | $6,341+7.0% |
| Admin fee / account holder | $194 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |