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 | $30,174 | $165,335-81.7% | $149,696-79.8% | $158,922-81.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 39.73% | 348.15%-308.4pp | 276.60%-236.9pp | 302.83%-263.1pp |
| Employer contribution / active EE | $2,315 | $5,103-54.6% | $4,644-50.2% | $4,761-51.4% |
| Participant deferral / active EE | $9,961 | $7,181+38.7% | $6,842+45.6% | $5,982+66.5% |
| Admin fee / account holder | $81 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |