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 | $40,270 | $83,337-51.7% | $67,834-40.6% | $273,961-85.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 6.36% | 259.45%-253.1pp | 138.47%-132.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,062 | $3,287-67.7% | $2,403-55.8% | $4,869-78.2% |
| Participant deferral / active EE | $1,825 | $4,088-55.4% | $3,160-42.2% | $5,287-65.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |