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 | $66,801 | $159,602-58.1% | $150,045-55.5% | $142,382-53.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.90% | 70.24%-51.3pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,249 | $4,961-74.8% | $4,693-73.4% | $4,299-71.0% |
| Participant deferral / active EE | $4,301 | $8,310-48.2% | $7,997-46.2% | $6,507-33.9% |
| Admin fee / account holder | $268 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |