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 | $85,044 | $115,770-26.5% | $101,248-16.0% | $158,922-46.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 20.03% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $4,465 | $4,175+7.0% | $3,660+22.0% | $4,761-6.2% |
| Participant deferral / active EE | $5,075 | $4,957+2.4% | $4,370+16.1% | $5,982-15.2% |
| Admin fee / account holder | $39 | $7,245-99.5% | $5,945-99.3% | $11,246-99.7% |