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 | $84,007 | $115,770-27.4% | $101,248-17.0% | $158,922-47.1% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 17.89% | 56.14%-38.2pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $10,715 | $4,175+156.7% | $3,660+192.8% | $4,761+125.1% |
| Participant deferral / active EE | $7,595 | $4,957+53.2% | $4,370+73.8% | $5,982+27.0% |
| Admin fee / account holder | $18 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |