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 | $90,182 | $209,411-56.9% | $178,490-49.5% | $158,922-43.3% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 31.72% | 188.75%-157.0pp | 151.07%-119.3pp | 302.83%-271.1pp |
| Employer contribution / active EE | $19,920 | $5,706+249.1% | $5,011+297.6% | $4,761+318.4% |
| Participant deferral / active EE | $19,136 | $5,954+221.4% | $5,202+267.9% | $5,982+219.9% |
| Admin fee / account holder | $291 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |