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 | $44,201 | $227,553-80.6% | $189,557-76.7% | $167,490-73.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 18.12% | 78.40%-60.3pp | 64.17%-46.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,704 | $5,316-67.9% | $4,412-61.4% | $4,837-64.8% |
| Participant deferral / active EE | $5,025 | $7,002-28.2% | $6,174-18.6% | $6,341-20.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |