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 | $39,745 | $69,207-42.6% | $64,056-38.0% | $139,434-71.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 18.48% | 45.88%-27.4pp | 33.69%-15.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,071 | $3,182+27.9% | $2,747+48.2% | $4,751-14.3% |
| Participant deferral / active EE | $4,898 | $4,682+4.6% | $3,880+26.2% | $6,710-27.0% |
| Admin fee / account holder | $91 | $4,244-97.9% | $3,068-97.0% | $11,403-99.2% |