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 | $43,724 | $217,402-79.9% | $185,823-76.5% | $167,490-73.9% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 17.91% | 148.36%-130.5pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,179 | $5,873-62.9% | $5,167-57.8% | $4,837-55.0% |
| Participant deferral / active EE | $3,600 | $6,356-43.4% | $5,568-35.3% | $6,341-43.2% |
| Admin fee / account holder | $133 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |