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 | $116,504 | $179,726-35.2% | $156,263-25.4% | $142,382-18.2% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.9%+12.4pp | 80.1%+11.2pp |
| Annual return | 19.07% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $14,131 | $5,069+178.8% | $4,333+226.1% | $4,299+228.7% |
| Participant deferral / active EE | $6,570 | $6,956-5.5% | $6,158+6.7% | $6,507+1.0% |
| Admin fee / account holder | $12 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |