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 | $22,262 | $97,044-77.1% | $83,333-73.3% | $135,375-83.6% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | 31.85% | 12.31%+19.5pp | 10.63%+21.2pp | 519.73%-487.9pp |
| Employer contribution / active EE | $3,110 | $4,143-24.9% | $3,379-8.0% | $4,779-34.9% |
| Participant deferral / active EE | $5,602 | $5,964-6.1% | $5,565+0.7% | $5,609-0.1% |
| Admin fee / account holder | $30 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |