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 | $44,122 | $158,398-72.1% | $126,539-65.1% | $142,382-69.0% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 16.34% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,737 | $4,650-41.1% | $3,674-25.5% | $4,299-36.3% |
| Participant deferral / active EE | $5,022 | $4,767+5.3% | $4,083+23.0% | $6,507-22.8% |
| Admin fee / account holder | $62 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |