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 | $67,740 | $148,534-54.4% | $135,903-50.2% | $139,434-51.4% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 79.57% | 79.19%+0.4pp | 68.23%+11.3pp | 372.94%-293.4pp |
| Employer contribution / active EE | $4,136 | $5,243-21.1% | $4,856-14.8% | $4,751-12.9% |
| Participant deferral / active EE | $3,846 | $8,100-52.5% | $7,758-50.4% | $6,710-42.7% |
| Admin fee / account holder | $275 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |