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 | $17,784 | $101,069-82.4% | $81,478-78.2% | $147,584-87.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 35.50% | 32.40%+3.1pp | 38.78%-3.3pp | 578.55%-543.1pp |
| Employer contribution / active EE | $2,262 | $3,205-29.4% | $2,568-11.9% | $4,876-53.6% |
| Participant deferral / active EE | $5,490 | $4,242+29.4% | $3,537+55.2% | $5,439+0.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |