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 | $58,551 | $159,602-63.3% | $150,045-61.0% | $142,382-58.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 19.42% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,227 | $4,961-55.1% | $4,693-52.6% | $4,299-48.2% |
| Participant deferral / active EE | $7,012 | $8,310-15.6% | $7,997-12.3% | $6,507+7.8% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |