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 | $55,516 | $183,963-69.8% | $162,163-65.8% | $152,861-63.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 24.54% | 150.76%-126.2pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,727 | $6,371-57.2% | $5,614-51.4% | $4,762-42.7% |
| Participant deferral / active EE | $6,750 | $8,034-16.0% | $7,298-7.5% | $5,850+15.4% |
| Admin fee / account holder | $24 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |