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 | $46,794 | $157,256-70.2% | $141,162-66.9% | $152,861-69.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 118.41% | 64.32%+54.1pp | 71.39%+47.0pp | 345.32%-226.9pp |
| Employer contribution / active EE | $2,997 | $5,261-43.0% | $4,735-36.7% | $4,762-37.1% |
| Participant deferral / active EE | $7,662 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |