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 | $38,377 | $183,519-79.1% | $155,509-75.3% | $145,922-73.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.01% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,002 | $5,313-43.5% | $4,672-35.8% | $4,660-35.6% |
| Participant deferral / active EE | $4,419 | $6,462-31.6% | $5,626-21.4% | $6,688-33.9% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |