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 | $40,101 | $68,097-41.1% | $62,929-36.3% | $137,256-70.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 20.74% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,439 | $2,811-13.2% | $2,505-2.6% | $4,156-41.3% |
| Participant deferral / active EE | $7,074 | $4,553+55.4% | $3,888+81.9% | $6,407+10.4% |
| Admin fee / account holder | $267 | $6,521-95.9% | $5,065-94.7% | $12,270-97.8% |