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 | $32,336 | $176,056-81.6% | $159,436-79.7% | $167,490-80.7% |
| Participation rate | 79.2% | 84.9%-5.8pp | 82.8%-3.7pp | 82.1%-2.9pp |
| Annual return | 19.80% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,933 | $5,297-63.5% | $4,829-60.0% | $4,837-60.0% |
| Participant deferral / active EE | $6,178 | $7,750-20.3% | $7,352-16.0% | $6,341-2.6% |
| Admin fee / account holder | $295 | $12,554-97.6% | $10,799-97.3% | $12,309-97.6% |