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 | $46,272 | $86,286-46.4% | $111,297-58.4% | $85,850-46.1% |
| Participation rate | 81.5% | 73.3%+8.2pp | 77.3%+4.2pp | 69.3%+12.2pp |
| Annual return | 32.51% | 19.99%+12.5pp | 54.65%-22.1pp | 318.53%-286.0pp |
| Employer contribution / active EE | $1,631 | $2,043-20.2% | $2,731-40.3% | $2,565-36.4% |
| Participant deferral / active EE | $2,433 | $3,641-33.2% | $4,487-45.8% | $3,952-38.4% |
| Admin fee / account holder | $291 | $8,188-96.4% | $7,964-96.3% | $6,260-95.3% |