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 | $40,576 | $99,918-59.4% | $81,382-50.1% | $145,922-72.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.56% | 34.32%-25.8pp | 24.73%-16.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,197 | $2,978+7.4% | $2,463+29.8% | $4,660-31.4% |
| Participant deferral / active EE | $7,120 | $4,605+54.6% | $3,883+83.4% | $6,688+6.5% |
| Admin fee / account holder | $276 | $8,212-96.6% | $5,768-95.2% | $13,397-97.9% |