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 | $48,073 | $107,334-55.2% | $92,893-48.2% | $152,861-68.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.75% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,049 | $4,221-27.8% | $3,653-16.5% | $4,762-36.0% |
| Participant deferral / active EE | $7,996 | $4,845+65.0% | $4,236+88.8% | $5,850+36.7% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |