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 | $42,457 | $176,812-76.0% | $146,665-71.1% | $167,490-74.7% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 17.75% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,409 | $5,160-33.9% | $4,136-17.6% | $4,837-29.5% |
| Participant deferral / active EE | $4,831 | $6,440-25.0% | $5,506-12.3% | $6,341-23.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |