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 | $35,379 | $217,402-83.7% | $185,823-81.0% | $167,490-78.9% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 17.34% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,991 | $5,873-49.1% | $5,167-42.1% | $4,837-38.2% |
| Participant deferral / active EE | $4,918 | $6,356-22.6% | $5,568-11.7% | $6,341-22.5% |
| Admin fee / account holder | $141 | $19,811-99.3% | $16,237-99.1% | $12,309-98.9% |