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 | $60,122 | $226,064-73.4% | $182,532-67.1% | $152,861-60.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.44% | 192.51%-163.1pp | 148.54%-119.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,446 | $4,978-71.0% | $4,076-64.5% | $4,762-69.6% |
| Participant deferral / active EE | $16,799 | $6,368+163.8% | $5,524+204.1% | $5,850+187.2% |
| Admin fee / account holder | $250 | $10,703-97.7% | $8,592-97.1% | $11,596-97.8% |