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 | $62,385 | $101,618-38.6% | $93,063-33.0% | $137,256-54.5% |
| Participation rate | 72.2% | 74.9%-2.7pp | 72.1%+0.1pp | 80.0%-7.7pp |
| Annual return | 20.07% | 223.95%-203.9pp | 34.15%-14.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,186 | $2,707-56.2% | $2,476-52.1% | $4,156-71.5% |
| Participant deferral / active EE | $1,661 | $4,279-61.2% | $3,958-58.0% | $6,407-74.1% |
| Admin fee / account holder | $166 | $6,198-97.3% | $6,033-97.3% | $12,270-98.6% |