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 | $67,986 | $197,591-65.6% | $177,821-61.8% | $158,922-57.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 23.30% | 58.76%-35.5pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,099 | $6,697-68.7% | $5,918-64.5% | $4,761-55.9% |
| Participant deferral / active EE | $7,688 | $8,405-8.5% | $7,714-0.3% | $5,982+28.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |