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 8-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 | $41,373 | $148,534-72.1% | $135,903-69.6% | $139,434-70.3% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 94.88% | 79.19%+15.7pp | 68.23%+26.6pp | 372.94%-278.1pp |
| Employer contribution / active EE | $2,644 | $5,243-49.6% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $6,677 | $8,100-17.6% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $129 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |