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 | $70,878 | $209,411-66.2% | $178,490-60.3% | $158,922-55.4% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 16.92% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,877 | $5,706-67.1% | $5,011-62.5% | $4,761-60.6% |
| Participant deferral / active EE | $5,512 | $5,954-7.4% | $5,202+6.0% | $5,982-7.9% |
| Admin fee / account holder | $267 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |