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 | $50,776 | $72,396-29.9% | $67,511-24.8% | $145,959-65.2% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 11.59% | 7194.07%-7182.5pp | 3517.41%-3505.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,258 | $3,071-59.0% | $2,733-54.0% | $4,661-73.0% |
| Participant deferral / active EE | $4,857 | $4,781+1.6% | $4,000+21.4% | $6,689-27.4% |
| Admin fee / account holder | $214 | $5,538-96.1% | $3,999-94.7% | $13,398-98.4% |