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 | $44,621 | $159,901-72.1% | $146,958-69.6% | $145,922-69.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.85% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,084 | $5,286-60.6% | $4,933-57.8% | $4,660-55.3% |
| Participant deferral / active EE | $4,595 | $8,428-45.5% | $8,070-43.1% | $6,688-31.3% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |