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 | $60,185 | $124,185-51.5% | $108,410-44.5% | $167,490-64.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.42% | 1379.64%-1367.2pp | 905.27%-892.9pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,463 | $4,187-65.1% | $3,558-58.9% | $4,837-69.8% |
| Participant deferral / active EE | $12,790 | $6,908+85.1% | $6,563+94.9% | $6,341+101.7% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |