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 | $57,198 | $95,416-40.1% | $185,823-69.2% | $85,850-33.4% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 15.77% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,444 | $3,314-26.3% | $5,167-52.7% | $2,565-4.7% |
| Participant deferral / active EE | $4,960 | $3,423+44.9% | $5,568-10.9% | $3,952+25.5% |
| Admin fee / account holder | $114 | $7,213-98.4% | $16,237-99.3% | $6,260-98.2% |