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 4-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 | $38,366 | $176,056-78.2% | $159,436-75.9% | $167,490-77.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.87% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,677 | $5,297-68.3% | $4,829-65.3% | $4,837-65.3% |
| Participant deferral / active EE | $12,234 | $7,750+57.9% | $7,352+66.4% | $6,341+92.9% |
| Admin fee / account holder | $131 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |