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 | $35,918 | $210,648-82.9% | $177,989-79.8% | $145,922-75.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.27% | 385.86%-375.6pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,186 | $4,565-52.1% | $3,949-44.6% | $4,660-53.1% |
| Participant deferral / active EE | $3,047 | $6,958-56.2% | $6,276-51.5% | $6,688-54.4% |
| Admin fee / account holder | $169 | $12,013-98.6% | $10,363-98.4% | $13,397-98.7% |