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 | $15,591 | $107,934-85.6% | $91,989-83.1% | $152,861-89.8% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 40.55% | 89.24%-48.7pp | 69.02%-28.5pp | 345.32%-304.8pp |
| Employer contribution / active EE | $3,553 | $4,210-15.6% | $3,452+2.9% | $4,762-25.4% |
| Participant deferral / active EE | $5,682 | $6,364-10.7% | $5,923-4.1% | $5,850-2.9% |
| Admin fee / account holder | $64 | $10,520-99.4% | $7,743-99.2% | $11,596-99.4% |