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 | $17,974 | $107,334-83.3% | $92,893-80.7% | $152,861-88.2% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 28.50% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,514 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $4,734 | $4,845-2.3% | $4,236+11.8% | $5,850-19.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |