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 | $73,002 | $165,335-55.8% | $149,696-51.2% | $158,922-54.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.17% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $10,169 | $5,103+99.3% | $4,644+118.9% | $4,761+113.6% |
| Participant deferral / active EE | $10,874 | $7,181+51.4% | $6,842+58.9% | $5,982+81.8% |
| Admin fee / account holder | $265 | $10,807-97.5% | $9,309-97.2% | $11,246-97.6% |