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 | $29,794 | $105,931-71.9% | $81,930-63.6% | $158,922-81.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 46.77% | 38.17%+8.6pp | 29.49%+17.3pp | 302.83%-256.1pp |
| Employer contribution / active EE | $1,366 | $7,800-82.5% | $4,310-68.3% | $4,761-71.3% |
| Participant deferral / active EE | $4,393 | $13,003-66.2% | $7,107-38.2% | $5,982-26.6% |
| Admin fee / account holder | $85 | $8,489-99.0% | $5,158-98.4% | $11,246-99.2% |