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 | $142,075 | $176,056-19.3% | $159,436-10.9% | $167,490-15.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.33% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,961 | $5,297-25.2% | $4,829-18.0% | $4,837-18.1% |
| Participant deferral / active EE | $9,918 | $7,750+28.0% | $7,352+34.9% | $6,341+56.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |