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 3-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 | $48,711 | $159,901-69.5% | $146,958-66.9% | $145,922-66.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 21.99% | 98.13%-76.1pp | 418.34%-396.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $3,893 | $5,286-26.4% | $4,933-21.1% | $4,660-16.5% |
| Participant deferral / active EE | $8,292 | $8,428-1.6% | $8,070+2.7% | $6,688+24.0% |
| Admin fee / account holder | $81 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |