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 | $36,203 | $102,317-64.6% | $146,958-75.4% | $80,856-55.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,349 | $3,713-9.8% | $4,933-32.1% | $2,755+21.6% |
| Participant deferral / active EE | $6,115 | $6,644-8.0% | $8,070-24.2% | $4,296+42.4% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |