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 | $58,163 | $167,484-65.3% | $151,611-61.6% | $134,475-56.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.83% | 7.80%-18.6pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,945 | $6,829-42.2% | $6,166-36.0% | $4,740-16.8% |
| Participant deferral / active EE | $11,568 | $8,986+28.7% | $8,363+38.3% | $6,400+80.8% |
| Admin fee / account holder | $19 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |