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 | $63,808 | $183,519-65.2% | $155,509-59.0% | $145,922-56.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 9.90% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,358 | $5,313-55.6% | $4,672-49.5% | $4,660-49.4% |
| Participant deferral / active EE | $8,425 | $6,462+30.4% | $5,626+49.7% | $6,688+26.0% |
| Admin fee / account holder | $185 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |