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 | $77,961 | $214,378-63.6% | $200,582-61.1% | $142,382-45.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.14% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $11,344 | $6,841+65.8% | $6,419+76.7% | $4,299+163.9% |
| Participant deferral / active EE | $11,845 | $9,865+20.1% | $9,331+26.9% | $6,507+82.0% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |