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 | $47,838 | $102,966-53.5% | $90,281-47.0% | $152,861-68.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,268 | $3,139-27.7% | $2,854-20.5% | $4,762-52.4% |
| Participant deferral / active EE | $6,029 | $4,281+40.8% | $3,885+55.2% | $5,850+3.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |