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 | $130,142 | $165,335-21.3% | $149,696-13.1% | $158,922-18.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.41% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,354 | $5,103+24.5% | $4,644+36.8% | $4,761+33.4% |
| Participant deferral / active EE | $11,551 | $7,181+60.9% | $6,842+68.8% | $5,982+93.1% |
| Admin fee / account holder | $256 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |