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 | $59,504 | $149,734-60.3% | $118,925-50.0% | $158,922-62.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 21.54% | 19.95%+1.6pp | 35.88%-14.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,531 | $4,115-38.5% | $3,263-22.4% | $4,761-46.8% |
| Participant deferral / active EE | $10,756 | $5,223+105.9% | $4,265+152.2% | $5,982+79.8% |
| Admin fee / account holder | $239 | $8,603-97.2% | $6,581-96.4% | $11,246-97.9% |