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 | $85,711 | $124,319-31.1% | $111,297-23.0% | $167,490-48.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.29% | 37.44%-23.1pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,450 | $3,435-28.7% | $2,731-10.3% | $4,837-49.4% |
| Participant deferral / active EE | $4,247 | $5,180-18.0% | $4,487-5.4% | $6,341-33.0% |
| Admin fee / account holder | $125 | $10,618-98.8% | $7,964-98.4% | $12,309-99.0% |