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 | $46,723 | $104,974-55.5% | $95,585-51.1% | $142,382-67.2% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.83% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,450 | $2,779-47.8% | $2,527-42.6% | $4,299-66.3% |
| Participant deferral / active EE | $3,939 | $4,352-9.5% | $4,023-2.1% | $6,507-39.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |