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 | $41,180 | $104,974-60.8% | $95,585-56.9% | $142,382-71.1% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 16.09% | 210.33%-194.2pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,786 | $2,779-35.7% | $2,527-29.3% | $4,299-58.5% |
| Participant deferral / active EE | $2,786 | $4,352-36.0% | $4,023-30.7% | $6,507-57.2% |
| Admin fee / account holder | $212 | $6,386-96.7% | $6,127-96.5% | $12,624-98.3% |