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 | $72,153 | $165,984-56.5% | $164,813-56.2% | $145,922-50.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.80% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,379 | $5,273-54.9% | $4,341-45.2% | $4,660-48.9% |
| Participant deferral / active EE | $5,856 | $6,959-15.9% | $6,031-2.9% | $6,688-12.4% |
| Admin fee / account holder | $49 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |