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 | $40,229 | $197,591-79.6% | $177,821-77.4% | $158,922-74.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 17.67% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $5,290 | $6,697-21.0% | $5,918-10.6% | $4,761+11.1% |
| Participant deferral / active EE | $3,407 | $8,405-59.5% | $7,714-55.8% | $5,982-43.0% |
| Admin fee / account holder | $144 | $15,399-99.1% | $12,427-98.8% | $11,246-98.7% |