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 | $97,530 | $183,519-46.9% | $155,509-37.3% | $145,922-33.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.86% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $12,917 | $5,313+143.1% | $4,672+176.5% | $4,660+177.2% |
| Participant deferral / active EE | $6,790 | $6,462+5.1% | $5,626+20.7% | $6,688+1.5% |
| Admin fee / account holder | $145 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |