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 | $16,728 | $105,126-84.1% | $94,646-82.3% | $139,434-88.0% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | 24.71% | 38.03%-13.3pp | 156.71%-132.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,602 | $4,106-36.6% | $3,672-29.1% | $4,751-45.2% |
| Participant deferral / active EE | $5,541 | $7,599-27.1% | $7,418-25.3% | $6,710-17.4% |
| Admin fee / account holder | $178 | $8,984-98.0% | $7,231-97.5% | $11,403-98.4% |