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 | $90,966 | $154,117-41.0% | $129,995-30.0% | $139,434-34.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.47% | 32.48%-12.0pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,099 | $5,289-22.5% | $4,320-5.1% | $4,751-13.7% |
| Participant deferral / active EE | $8,854 | $6,710+32.0% | $5,820+52.1% | $6,710+32.0% |
| Admin fee / account holder | $14 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |