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 | $42,276 | $107,334-60.6% | $92,893-54.5% | $152,861-72.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 72.92% | 145.58%-72.7pp | 109.41%-36.5pp | 345.32%-272.4pp |
| Employer contribution / active EE | $9,035 | $4,221+114.0% | $3,653+147.3% | $4,762+89.7% |
| Participant deferral / active EE | $5,090 | $4,845+5.1% | $4,236+20.2% | $5,850-13.0% |
| Admin fee / account holder | $105 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |