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 | $41,631 | $78,672-47.1% | $109,143-61.9% | $85,850-51.5% |
| Participation rate | 74.1% | 68.3%+5.8pp | 75.9%-1.8pp | 69.3%+4.8pp |
| Annual return | 13.89% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,532 | $2,735-44.0% | $3,722-58.8% | $2,565-40.3% |
| Participant deferral / active EE | $4,150 | $3,467+19.7% | $4,653-10.8% | $3,952+5.0% |
| Admin fee / account holder | $100 | $5,469-98.2% | $6,752-98.5% | $6,260-98.4% |