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 | $51,320 | $157,256-67.4% | $141,162-63.6% | $152,861-66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.31% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,268 | $5,261-56.9% | $4,735-52.1% | $4,762-52.4% |
| Participant deferral / active EE | $9,104 | $7,109+28.1% | $6,709+35.7% | $5,850+55.6% |
| Admin fee / account holder | $151 | $12,120-98.8% | $10,261-98.5% | $11,596-98.7% |