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 | $27,096 | $157,256-82.8% | $141,162-80.8% | $152,861-82.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 34.76% | 64.32%-29.6pp | 71.39%-36.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $2,515 | $5,261-52.2% | $4,735-46.9% | $4,762-47.2% |
| Participant deferral / active EE | $8,132 | $7,109+14.4% | $6,709+21.2% | $5,850+39.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |