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 | $65,100 | $177,572-63.3% | $154,803-57.9% | $142,382-54.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.93% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,151 | $4,810-55.3% | $4,305-50.0% | $4,299-50.0% |
| Participant deferral / active EE | $6,670 | $6,272+6.4% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |