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 | $37,607 | $209,411-82.0% | $178,490-78.9% | $158,922-76.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.52% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,149 | $5,706-62.3% | $5,011-57.1% | $4,761-54.9% |
| Participant deferral / active EE | $5,981 | $5,954+0.4% | $5,202+15.0% | $5,9820% |
| Admin fee / account holder | $274 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |