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 | $38,261 | $109,904-65.2% | $97,167-60.6% | $145,959-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.31% | 243.43%-223.1pp | 75.27%-55.0pp | 561.95%-541.6pp |
| Employer contribution / active EE | $2,195 | $3,084-28.8% | $2,729-19.6% | $4,661-52.9% |
| Participant deferral / active EE | $5,888 | $4,676+25.9% | $4,264+38.1% | $6,689-12.0% |
| Admin fee / account holder | $120 | $6,216-98.1% | $5,650-97.9% | $13,398-99.1% |