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 | $46,396 | $159,602-70.9% | $150,045-69.1% | $142,382-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,018 | $4,961-59.3% | $4,693-57.0% | $4,299-53.1% |
| Participant deferral / active EE | $3,896 | $8,310-53.1% | $7,997-51.3% | $6,507-40.1% |
| Admin fee / account holder | $181 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |