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 | $77,424 | $165,335-53.2% | $149,696-48.3% | $158,922-51.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.47% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,828 | $5,103-44.6% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $5,184 | $7,181-27.8% | $6,842-24.2% | $5,982-13.3% |
| Admin fee / account holder | $246 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |