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 | $33,410 | $107,334-68.9% | $92,893-64.0% | $152,861-78.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 26.97% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,120 | $4,221-49.8% | $3,653-42.0% | $4,762-55.5% |
| Participant deferral / active EE | $7,240 | $4,845+49.4% | $4,236+70.9% | $5,850+23.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |