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 | $42,329 | $183,963-77.0% | $162,163-73.9% | $152,861-72.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 25.89% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,761 | $6,371-41.0% | $5,614-33.0% | $4,762-21.0% |
| Participant deferral / active EE | $9,702 | $8,034+20.8% | $7,298+32.9% | $5,850+65.8% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |