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 | $79,522 | $114,381-30.5% | $107,525-26.0% | $142,382-44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,959 | $4,015-1.4% | $3,754+5.5% | $4,299-7.9% |
| Participant deferral / active EE | $12,498 | $5,564+124.6% | $5,116+144.3% | $6,507+92.1% |
| Admin fee / account holder | $46 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |