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 8-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 | $17,615 | $202,432-91.3% | $169,368-89.6% | $139,434-87.4% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 21.81% | 531.74%-509.9pp | 405.60%-383.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,107 | $4,692-76.4% | $4,013-72.4% | $4,751-76.7% |
| Participant deferral / active EE | $4,205 | $6,938-39.4% | $6,221-32.4% | $6,710-37.3% |
| Admin fee / account holder | $191 | $10,708-98.2% | $9,003-97.9% | $11,403-98.3% |