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 | $38,757 | $162,781-76.2% | $133,956-71.1% | $158,922-75.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 43.66% | 41.94%+1.7pp | 45.09%-1.4pp | 302.83%-259.2pp |
| Employer contribution / active EE | $4,000 | $4,975-19.6% | $3,919+2.1% | $4,761-16.0% |
| Participant deferral / active EE | $13,866 | $5,911+134.6% | $5,048+174.7% | $5,982+131.8% |
| Admin fee / account holder | $107 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |