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 | $47,607 | $157,256-69.7% | $141,162-66.3% | $152,861-68.9% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 32.85% | 64.32%-31.5pp | 71.39%-38.5pp | 345.32%-312.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,120 | $7,109+126.7% | $6,709+140.3% | $5,850+175.5% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |