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 | $40,120 | $209,411-80.8% | $178,490-77.5% | $158,922-74.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 81.81% | 188.75%-106.9pp | 151.07%-69.3pp | 302.83%-221.0pp |
| Employer contribution / active EE | $3,089 | $5,706-45.9% | $5,011-38.4% | $4,761-35.1% |
| Participant deferral / active EE | $5,935 | $5,954-0.3% | $5,202+14.1% | $5,982-0.8% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |