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 | $127,497 | $202,432-37.0% | $169,368-24.7% | $139,434-8.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 27.35% | 531.74%-504.4pp | 405.60%-378.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $17,837 | $4,692+280.1% | $4,013+344.5% | $4,751+275.5% |
| Participant deferral / active EE | $5,526 | $6,938-20.4% | $6,221-11.2% | $6,710-17.6% |
| Admin fee / account holder | $228 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |