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 | $51,658 | $176,056-70.7% | $159,436-67.6% | $167,490-69.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.13% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $5,032 | $5,297-5.0% | $4,829+4.2% | $4,837+4.0% |
| Participant deferral / active EE | $9,685 | $7,750+25.0% | $7,352+31.7% | $6,341+52.7% |
| Admin fee / account holder | $173 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |