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 | $100,868 | $185,822-45.7% | $169,993-40.7% | $139,434-27.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.75% | 60.50%-36.7pp | 53.37%-29.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $3,977 | $7,590-47.6% | $6,785-41.4% | $4,751-16.3% |
| Participant deferral / active EE | $12,969 | $11,622+11.6% | $10,408+24.6% | $6,710+93.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |