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 | $43,011 | $117,983-63.5% | $101,794-57.7% | $142,382-69.8% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 11.66% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,882 | $2,773+112.2% | $2,289+157.0% | $4,299+36.8% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |