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 | $29,531 | $157,256-81.2% | $141,162-79.1% | $152,861-80.7% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 24.12% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,518 | $5,261+23.9% | $4,735+37.7% | $4,762+36.9% |
| Participant deferral / active EE | $2,773 | $7,109-61.0% | $6,709-58.7% | $5,850-52.6% |
| Admin fee / account holder | $259 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |