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 | $62,771 | $85,766-26.8% | $136,294-53.9% | $70,131-10.5% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 22.61% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $3,434 | $2,966+15.8% | $4,695-26.9% | $2,342+46.6% |
| Participant deferral / active EE | $5,913 | $5,051+17.1% | $6,247-5.4% | $3,332+77.5% |
| Admin fee / account holder | $169 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |