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 | $236,365 | $152,587+54.9% | $125,175+88.8% | $152,861+54.6% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 23.79% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,123 | $4,946-36.9% | $3,865-19.2% | $4,762-34.4% |
| Participant deferral / active EE | $10,132 | $5,868+72.7% | $4,937+105.2% | $5,850+73.2% |
| Admin fee / account holder | $61 | $13,434-99.5% | $9,702-99.4% | $11,596-99.5% |