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 | $58,457 | $183,519-68.1% | $155,509-62.4% | $145,922-59.9% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 16.15% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,329 | $5,313-75.0% | $4,672-71.6% | $4,660-71.5% |
| Participant deferral / active EE | $6,893 | $6,462+6.7% | $5,626+22.5% | $6,688+3.1% |
| Admin fee / account holder | $101 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |