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 | $32,753 | $81,632-59.9% | $70,449-53.5% | $158,922-79.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 26.48% | 208.40%-181.9pp | 109.03%-82.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $2,683 | $3,217-16.6% | $2,737-2.0% | $4,761-43.6% |
| Participant deferral / active EE | $6,009 | $4,554+32.0% | $3,709+62.0% | $5,982+0.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |