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 | $31,026 | $108,919-71.5% | $100,391-69.1% | $145,922-78.7% |
| Participation rate | 73.7% | 82.9%-9.2pp | 81.5%-7.8pp | 80.3%-6.6pp |
| Annual return | 16.17% | 57.88%-41.7pp | 49.20%-33.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,531 | $4,419-42.7% | $3,942-35.8% | $4,660-45.7% |
| Participant deferral / active EE | $4,033 | $8,445-52.2% | $8,082-50.1% | $6,688-39.7% |
| Admin fee / account holder | $297 | $9,689-96.9% | $7,899-96.2% | $13,397-97.8% |