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 | $71,576 | $154,228-53.6% | $145,433-50.8% | $137,256-47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,232 | $4,804-74.4% | $4,554-72.9% | $4,156-70.4% |
| Participant deferral / active EE | $7,490 | $8,216-8.8% | $7,897-5.2% | $6,407+16.9% |
| Admin fee / account holder | $266 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |