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 | $33,055 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 62.22% | 348.15%-285.9pp | 276.60%-214.4pp | 302.83%-240.6pp |
| Employer contribution / active EE | $3,952 | $5,103-22.6% | $4,644-14.9% | $4,761-17.0% |
| Participant deferral / active EE | $11,394 | $7,181+58.7% | $6,842+66.5% | $5,982+90.5% |
| Admin fee / account holder | $128 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |