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 6-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 | $92,911 | $159,901-41.9% | $146,958-36.8% | $145,922-36.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,272 | $5,286-38.1% | $4,933-33.7% | $4,660-29.8% |
| Participant deferral / active EE | $10,737 | $8,428+27.4% | $8,070+33.0% | $6,688+60.5% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |