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 | $71,059 | $175,202-59.4% | $149,673-52.5% | $139,434-49.0% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 24.67% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $3,535 | $5,474-35.4% | $4,818-26.6% | $4,751-25.6% |
| Participant deferral / active EE | $9,360 | $6,519+43.6% | $5,680+64.8% | $6,710+39.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |