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 | $78,238 | $154,228-49.3% | $145,433-46.2% | $137,256-43.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.18% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,989 | $4,804-17.0% | $4,554-12.4% | $4,156-4.0% |
| Participant deferral / active EE | $8,428 | $8,216+2.6% | $7,897+6.7% | $6,407+31.5% |
| Admin fee / account holder | $140 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |