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 | $60,803 | $109,881-44.7% | $150,045-59.5% | $84,808-28.3% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 21.28% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,070 | $3,561-41.9% | $4,693-55.9% | $2,631-21.3% |
| Participant deferral / active EE | $3,549 | $6,636-46.5% | $7,997-55.6% | $4,212-15.7% |
| Admin fee / account holder | $270 | $8,568-96.8% | $13,435-98.0% | $7,344-96.3% |