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 | $75,455 | $177,572-57.5% | $154,803-51.3% | $142,382-47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.92% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,758 | $4,810-42.7% | $4,305-36.0% | $4,299-35.9% |
| Participant deferral / active EE | $8,017 | $6,272+27.8% | $5,540+44.7% | $6,507+23.2% |
| Admin fee / account holder | $54 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |