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 | $47,484 | $176,056-73.0% | $159,436-70.2% | $167,490-71.6% |
| Participation rate | 70.8% | 84.9%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 22.17% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $3,580 | $5,297-32.4% | $4,829-25.9% | $4,837-26.0% |
| Participant deferral / active EE | $6,509 | $7,750-16.0% | $7,352-11.5% | $6,341+2.6% |
| Admin fee / account holder | $8 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |