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 | $63,449 | $117,983-46.2% | $101,794-37.7% | $142,382-55.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.37% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,523 | $2,773-45.1% | $2,289-33.5% | $4,299-64.6% |
| Participant deferral / active EE | $2,439 | $4,714-48.3% | $4,084-40.3% | $6,507-62.5% |
| Admin fee / account holder | $254 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |