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 | $28,203 | $103,376-72.7% | $87,100-67.6% | $152,861-81.5% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 36.69% | 28.10%+8.6pp | 28.19%+8.5pp | 345.32%-308.6pp |
| Employer contribution / active EE | $6,954 | $3,220+115.9% | $2,521+175.8% | $4,762+46.0% |
| Participant deferral / active EE | $4,283 | $4,778-10.4% | $4,049+5.8% | $5,850-26.8% |
| Admin fee / account holder | $40 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |