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 | $60,860 | $105,126-42.1% | $94,646-35.7% | $139,434-56.4% |
| Participation rate | 78.9% | 82.4%-3.4pp | 80.8%-1.9pp | 80.3%-1.4pp |
| Annual return | 16.67% | 38.03%-21.4pp | 156.71%-140.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,037 | $4,106-1.7% | $3,672+9.9% | $4,751-15.0% |
| Participant deferral / active EE | $10,239 | $7,599+34.7% | $7,418+38.0% | $6,710+52.6% |
| Admin fee / account holder | $13 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |