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 | $27,956 | $176,056-84.1% | $159,436-82.5% | $167,490-83.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.43% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,519 | $5,297-52.4% | $4,829-47.8% | $4,837-47.9% |
| Participant deferral / active EE | $4,117 | $7,750-46.9% | $7,352-44.0% | $6,341-35.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |