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 | $132,053 | $121,625+8.6% | $104,607+26.2% | $158,922-16.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 21.44% | 465.26%-443.8pp | 340.46%-319.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,252 | $3,163-60.4% | $2,681-53.3% | $4,761-73.7% |
| Participant deferral / active EE | $9,127 | $4,177+118.5% | $3,740+144.1% | $5,982+52.6% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |