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 | $87,716 | $198,466-55.8% | $170,442-48.5% | $147,584-40.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.13% | 257.29%-234.2pp | 205.93%-182.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,337 | $6,184-62.2% | $5,433-57.0% | $4,876-52.1% |
| Participant deferral / active EE | $3,564 | $5,629-36.7% | $4,939-27.9% | $5,439-34.5% |
| Admin fee / account holder | $186 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |