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 | $35,011 | $133,958-73.9% | $112,228-68.8% | $134,475-74.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 270.51% | 47.11%+223.4pp | 27.45%+243.1pp | 417.96%-147.5pp |
| Employer contribution / active EE | $2,278 | $4,038-43.6% | $3,635-37.3% | $4,740-51.9% |
| Participant deferral / active EE | $3,018 | $5,291-42.9% | $4,728-36.2% | $6,400-52.8% |
| Admin fee / account holder | $33 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |