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 | $37,332 | $74,888-50.1% | $71,209-47.6% | $142,382-73.8% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 21.66% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,109 | $2,854+8.9% | $2,721+14.2% | $4,299-27.7% |
| Participant deferral / active EE | $3,760 | $4,454-15.6% | $4,175-9.9% | $6,507-42.2% |
| Admin fee / account holder | $193 | $5,568-96.5% | $5,349-96.4% | $12,624-98.5% |