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 | $79,854 | $179,726-55.6% | $156,263-48.9% | $142,382-43.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.84% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $14,777 | $5,069+191.5% | $4,333+241.0% | $4,299+243.7% |
| Participant deferral / active EE | $3,093 | $6,956-55.5% | $6,158-49.8% | $6,507-52.5% |
| Admin fee / account holder | $74 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |