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 | $33,013 | $198,466-83.4% | $170,442-80.6% | $147,584-77.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 25.45% | 257.29%-231.8pp | 205.93%-180.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,986 | $6,184-67.9% | $5,433-63.4% | $4,876-59.3% |
| Participant deferral / active EE | $5,123 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |