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 | $39,338 | $99,877-60.6% | $84,966-53.7% | $145,922-73.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,214 | $3,231+61.3% | $2,727+91.2% | $4,660+11.9% |
| Participant deferral / active EE | $2,981 | $5,291-43.6% | $4,519-34.0% | $6,688-55.4% |
| Admin fee / account holder | $54 | $7,248-99.3% | $6,149-99.1% | $13,397-99.6% |