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 | $63,567 | $106,515-40.3% | $96,683-34.3% | $139,434-54.4% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 16.69% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,046 | $4,103-25.7% | $3,737-18.5% | $4,751-35.9% |
| Participant deferral / active EE | $5,659 | $5,454+3.8% | $4,878+16.0% | $6,710-15.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |