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 | $102,099 | $228,332-55.3% | $185,823-45.1% | $158,922-35.8% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 46.68% | 40.80%+5.9pp | 35.95%+10.7pp | 302.83%-256.1pp |
| Employer contribution / active EE | $2,640 | $4,967-46.8% | $4,087-35.4% | $4,761-44.6% |
| Participant deferral / active EE | $6,675 | $6,415+4.1% | $5,632+18.5% | $5,982+11.6% |
| Admin fee / account holder | $2 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |