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 | $53,525 | $89,355-40.1% | $141,162-62.1% | $72,985-26.7% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 25.94% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,681 | $3,114-13.9% | $4,735-43.4% | $2,440+9.9% |
| Participant deferral / active EE | $5,057 | $5,418-6.7% | $6,709-24.6% | $3,607+40.2% |
| Admin fee / account holder | $85 | $5,958-98.6% | $10,261-99.2% | $5,124-98.3% |