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 | $107,434 | $148,534-27.7% | $135,903-20.9% | $139,434-23.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 29.73% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.2pp |
| Employer contribution / active EE | $8,923 | $5,243+70.2% | $4,856+83.7% | $4,751+87.8% |
| Participant deferral / active EE | $2,871 | $8,100-64.6% | $7,758-63.0% | $6,710-57.2% |
| Admin fee / account holder | $212 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |