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 | $35,909 | $106,515-66.3% | $96,683-62.9% | $139,434-74.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.72% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,482 | $4,103-63.9% | $3,737-60.3% | $4,751-68.8% |
| Participant deferral / active EE | $5,550 | $5,454+1.8% | $4,878+13.8% | $6,710-17.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |