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 | $63,947 | $110,809-42.3% | $86,874-26.4% | $167,490-61.8% |
| Participation rate | 73.7% | 75.8%-2.1pp | 71.6%+2.0pp | 82.1%-8.4pp |
| Annual return | 12.26% | 116.98%-104.7pp | 63.52%-51.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,301 | $3,244-29.1% | $2,495-7.8% | $4,837-52.4% |
| Participant deferral / active EE | $8,701 | $4,546+91.4% | $3,699+135.2% | $6,341+37.2% |
| Admin fee / account holder | $98 | $8,415-98.8% | $5,828-98.3% | $12,309-99.2% |