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 | $57,314 | $114,381-49.9% | $107,525-46.7% | $142,382-59.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 19.48% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,414 | $4,015-64.8% | $3,754-62.3% | $4,299-67.1% |
| Participant deferral / active EE | $4,079 | $5,564-26.7% | $5,116-20.3% | $6,507-37.3% |
| Admin fee / account holder | $280 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |