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 | $56,411 | $157,256-64.1% | $141,162-60.0% | $152,861-63.1% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 24.70% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,274 | $5,261-56.8% | $4,735-52.0% | $4,762-52.2% |
| Participant deferral / active EE | $2,408 | $7,109-66.1% | $6,709-64.1% | $5,850-58.8% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |