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 | $147,270 | $111,814+31.7% | $93,654+57.2% | $145,959+0.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 19.28% | 203.30%-184.0pp | 133.34%-114.1pp | 561.95%-542.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,661 | $4,914-25.5% | $4,413-17.0% | $6,689-45.3% |
| Admin fee / account holder | $219 | $10,246-97.9% | $8,282-97.4% | $13,398-98.4% |