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 | $105,794 | $209,411-49.5% | $178,490-40.7% | $158,922-33.4% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 39.14% | 188.75%-149.6pp | 151.07%-111.9pp | 302.83%-263.7pp |
| Employer contribution / active EE | $5,556 | $5,706-2.6% | $5,011+10.9% | $4,761+16.7% |
| Participant deferral / active EE | $12,036 | $5,954+102.1% | $5,202+131.4% | $5,982+101.2% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |