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 | $30,745 | $118,849-74.1% | $96,562-68.2% | $167,490-81.6% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 19.52% | 50.49%-31.0pp | 37.78%-18.3pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,069 | $3,120-33.7% | $2,356-12.2% | $4,837-57.2% |
| Participant deferral / active EE | $3,670 | $4,616-20.5% | $3,849-4.7% | $6,341-42.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |