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 | $79,182 | $210,648-62.4% | $177,989-55.5% | $145,922-45.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 19.38% | 385.86%-366.5pp | 294.48%-275.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,302 | $4,565-5.7% | $3,949+9.0% | $4,660-7.7% |
| Participant deferral / active EE | $1,404 | $6,958-79.8% | $6,276-77.6% | $6,688-79.0% |
| Admin fee / account holder | $11 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |