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 | $226,323 | $117,841+92.1% | $102,423+121.0% | $145,922+55.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.99% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,011 | $3,615+38.6% | $3,023+65.8% | $4,660+7.6% |
| Participant deferral / active EE | $6,050 | $5,731+5.6% | $5,053+19.7% | $6,688-9.5% |
| Admin fee / account holder | $12 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |