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 | $113,817 | $209,832-45.8% | $189,513-39.9% | $167,490-32.0% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 15.62% | 748.27%-732.7pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,836 | $6,914-59.0% | $6,162-54.0% | $4,837-41.4% |
| Participant deferral / active EE | $5,177 | $8,935-42.1% | $8,221-37.0% | $6,341-18.4% |
| Admin fee / account holder | $19 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |