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 | $93,595 | $228,332-59.0% | $185,823-49.6% | $158,922-41.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.08% | 40.80%-24.7pp | 35.95%-19.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,587 | $4,967-7.7% | $4,087+12.2% | $4,761-3.7% |
| Participant deferral / active EE | $11,118 | $6,415+73.3% | $5,632+97.4% | $5,982+85.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |