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 | $38,027 | $198,466-80.8% | $170,442-77.7% | $147,584-74.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.57% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,239 | $6,184-63.8% | $5,433-58.8% | $4,876-54.1% |
| Participant deferral / active EE | $6,047 | $5,629+7.4% | $4,939+22.4% | $5,439+11.2% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |