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 | $52,896 | $202,318-73.9% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 23.39% | 1029.65%-1006.3pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,895 | $5,856-67.6% | $5,143-63.2% | $4,762-60.2% |
| Participant deferral / active EE | $5,477 | $5,948-7.9% | $5,198+5.4% | $5,850-6.4% |
| Admin fee / account holder | $205 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |