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 6-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 | $48,141 | $159,901-69.9% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.94% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,984 | $5,286-62.5% | $4,933-59.8% | $4,660-57.4% |
| Participant deferral / active EE | $8,351 | $8,428-0.9% | $8,070+3.5% | $6,688+24.9% |
| Admin fee / account holder | $291 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |