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 | $86,409 | $177,572-51.3% | $154,803-44.2% | $142,382-39.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.43% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $14,795 | $4,810+207.6% | $4,305+243.6% | $4,299+244.1% |
| Participant deferral / active EE | $31,750 | $6,272+406.3% | $5,540+473.1% | $6,507+387.9% |
| Admin fee / account holder | $176 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |