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 | $33,070 | $111,535-70.3% | $105,223-68.6% | $137,256-75.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 19.38% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,095 | $3,939-21.4% | $3,689-16.1% | $4,156-25.5% |
| Participant deferral / active EE | $7,377 | $5,500+34.1% | $5,072+45.4% | $6,407+15.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |