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 | $47,918 | $175,202-72.6% | $149,673-68.0% | $139,434-65.6% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 15.89% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,186 | $5,474-60.1% | $4,818-54.6% | $4,751-54.0% |
| Participant deferral / active EE | $8,859 | $6,519+35.9% | $5,680+56.0% | $6,710+32.0% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |