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 | $169,343 | $159,934+5.9% | $147,005+15.2% | $145,959+16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,144 | $5,287-78.4% | $4,934-76.8% | $4,661-75.5% |
| Participant deferral / active EE | $3,242 | $8,427-61.5% | $8,070-59.8% | $6,689-51.5% |
| Admin fee / account holder | $119 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |