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 | $28,497 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 109.14% | 61.17%+48.0pp | 64.67%+44.5pp | 561.29%-452.1pp |
| Employer contribution / active EE | $1,305 | $5,313-75.4% | $4,672-72.1% | $4,660-72.0% |
| Participant deferral / active EE | $3,153 | $6,462-51.2% | $5,626-44.0% | $6,688-52.9% |
| Admin fee / account holder | $65 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |