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 7-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 | $36,699 | $71,829-48.9% | $69,780-47.4% | $142,382-74.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.3%+0.7pp | 80.1%-0.1pp |
| Annual return | 21.10% | 31.01%-9.9pp | 26.31%-5.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,404 | $4,385-45.2% | $4,168-42.3% | $4,299-44.1% |
| Participant deferral / active EE | $4,974 | $6,819-27.1% | $6,164-19.3% | $6,507-23.6% |
| Admin fee / account holder | $45 | $7,818-99.4% | $7,285-99.4% | $12,624-99.6% |