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 | $53,121 | $133,958-60.3% | $112,228-52.7% | $134,475-60.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.93% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,465 | $4,038-63.7% | $3,635-59.7% | $4,740-69.1% |
| Participant deferral / active EE | $9,819 | $5,291+85.6% | $4,728+107.7% | $6,400+53.4% |
| Admin fee / account holder | $271 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |