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 | $35,355 | $114,381-69.1% | $107,525-67.1% | $142,382-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.03% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,877 | $4,015-28.3% | $3,754-23.4% | $4,299-33.1% |
| Participant deferral / active EE | $4,864 | $5,564-12.6% | $5,116-4.9% | $6,507-25.3% |
| Admin fee / account holder | $128 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |