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 | $35,785 | $152,587-76.5% | $125,175-71.4% | $152,861-76.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 12.10% | 54.84%-42.7pp | 43.79%-31.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,243 | $4,946-74.9% | $3,865-67.9% | $4,762-73.9% |
| Participant deferral / active EE | $8,043 | $5,868+37.1% | $4,937+62.9% | $5,850+37.5% |
| Admin fee / account holder | $114 | $13,434-99.1% | $9,702-98.8% | $11,596-99.0% |