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 | $103,596 | $197,591-47.6% | $177,821-41.7% | $158,922-34.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.90% | 58.76%-40.9pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,125 | $6,697-53.3% | $5,918-47.2% | $4,761-34.4% |
| Participant deferral / active EE | $5,764 | $8,405-31.4% | $7,714-25.3% | $5,982-3.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |