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 | $40,976 | $154,117-73.4% | $129,995-68.5% | $139,434-70.6% |
| Participation rate | 73.9% | 82.0%-8.0pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 25.66% | 32.48%-6.8pp | -137.18%+162.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,084 | $5,289-60.6% | $4,320-51.8% | $4,751-56.1% |
| Participant deferral / active EE | $6,687 | $6,710-0.3% | $5,820+14.9% | $6,710-0.3% |
| Admin fee / account holder | $106 | $14,007-99.2% | $10,614-99.0% | $11,403-99.1% |