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 9-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 | $40,748 | $162,781-75.0% | $133,956-69.6% | $158,922-74.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 23.23% | 41.94%-18.7pp | 45.09%-21.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,677 | $4,975-26.1% | $3,919-6.2% | $4,761-22.8% |
| Participant deferral / active EE | $7,334 | $5,911+24.1% | $5,048+45.3% | $5,982+22.6% |
| Admin fee / account holder | $29 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |