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 | $68,436 | $183,519-62.7% | $155,509-56.0% | $145,922-53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,414 | $5,313-35.7% | $4,672-26.9% | $4,660-26.7% |
| Participant deferral / active EE | $7,929 | $6,462+22.7% | $5,626+40.9% | $6,688+18.6% |
| Admin fee / account holder | $279 | $19,313-98.6% | $15,912-98.2% | $13,397-97.9% |