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 | $46,207 | $102,317-54.8% | $146,958-68.6% | $80,856-42.9% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.3pp | 67.6%+23.9pp |
| Annual return | 171.75% | 134.76%+37.0pp | 418.34%-246.6pp | 35.59%+136.2pp |
| Employer contribution / active EE | $1,760 | $3,713-52.6% | $4,933-64.3% | $2,755-36.1% |
| Participant deferral / active EE | $7,168 | $6,644+7.9% | $8,070-11.2% | $4,296+66.9% |
| Admin fee / account holder | $225 | $7,941-97.2% | $12,998-98.3% | $6,918-96.7% |