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 8-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 | $53,505 | $175,202-69.5% | $149,673-64.3% | $139,434-61.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 29.58% | 166.71%-137.1pp | 134.42%-104.8pp | 372.94%-343.4pp |
| Employer contribution / active EE | $3,525 | $5,474-35.6% | $4,818-26.8% | $4,751-25.8% |
| Participant deferral / active EE | $4,439 | $6,519-31.9% | $5,680-21.9% | $6,710-33.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |