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 | $43,512 | $115,770-62.4% | $101,248-57.0% | $158,922-72.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 76.45% | 56.14%+20.3pp | 46.47%+30.0pp | 302.83%-226.4pp |
| Employer contribution / active EE | $890 | $4,175-78.7% | $3,660-75.7% | $4,761-81.3% |
| Participant deferral / active EE | $4,556 | $4,957-8.1% | $4,370+4.2% | $5,982-23.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |