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 | $32,564 | $114,381-71.5% | $107,525-69.7% | $142,382-77.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 20.12% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,899 | $4,015-52.7% | $3,754-49.4% | $4,299-55.8% |
| Participant deferral / active EE | $4,899 | $5,564-12.0% | $5,116-4.2% | $6,507-24.7% |
| Admin fee / account holder | $157 | $9,860-98.4% | $8,919-98.2% | $12,624-98.8% |