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 | $41,576 | $105,126-60.5% | $94,646-56.1% | $139,434-70.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 49.47% | 38.03%+11.4pp | 156.71%-107.2pp | 372.94%-323.5pp |
| Employer contribution / active EE | $4,140 | $4,106+0.8% | $3,672+12.7% | $4,751-12.9% |
| Participant deferral / active EE | $5,927 | $7,599-22.0% | $7,418-20.1% | $6,710-11.7% |
| Admin fee / account holder | $185 | $8,984-97.9% | $7,231-97.4% | $11,403-98.4% |