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 10-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 | $35,609 | $85,766-58.5% | $136,294-73.9% | $70,131-49.2% |
| Participation rate | 73.2% | 74.2%-1.0pp | 81.9%-8.8pp | 69.5%+3.6pp |
| Annual return | 39.21% | 31.45%+7.8pp | 5155.94%-5116.7pp | 73.14%-33.9pp |
| Employer contribution / active EE | $2,537 | $2,966-14.5% | $4,695-46.0% | $2,342+8.3% |
| Participant deferral / active EE | $7,467 | $5,051+47.8% | $6,247+19.5% | $3,332+124.1% |
| Admin fee / account holder | $281 | $5,420-94.8% | $9,243-97.0% | $4,645-94.0% |