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 | $46,421 | $209,832-77.9% | $189,513-75.5% | $167,490-72.3% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 13.28% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,299 | $6,914-66.7% | $6,162-62.7% | $4,837-52.5% |
| Participant deferral / active EE | $4,981 | $8,935-44.3% | $8,221-39.4% | $6,341-21.5% |
| Admin fee / account holder | $235 | $14,293-98.4% | $12,045-98.0% | $12,309-98.1% |