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 | $86,168 | $114,381-24.7% | $107,525-19.9% | $142,382-39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,446 | $4,015-39.1% | $3,754-34.8% | $4,299-43.1% |
| Participant deferral / active EE | $5,662 | $5,564+1.8% | $5,116+10.7% | $6,507-13.0% |
| Admin fee / account holder | $271 | $9,860-97.2% | $8,919-97.0% | $12,624-97.9% |