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 | $39,655 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,653 | $4,804-65.6% | $4,554-63.7% | $4,156-60.2% |
| Participant deferral / active EE | $3,843 | $8,216-53.2% | $7,897-51.3% | $6,407-40.0% |
| Admin fee / account holder | $79 | $14,344-99.4% | $13,129-99.4% | $12,270-99.4% |