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 | $33,602 | $90,348-62.8% | $75,972-55.8% | $145,922-77.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.56% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,698 | $3,311-48.7% | $2,685-36.8% | $4,660-63.6% |
| Participant deferral / active EE | $1,688 | $5,162-67.3% | $4,255-60.3% | $6,688-74.8% |
| Admin fee / account holder | $81 | $8,467-99.0% | $6,467-98.8% | $13,397-99.4% |