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 | $36,042 | $148,534-75.7% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 114.27% | 79.19%+35.1pp | 68.23%+46.0pp | 372.94%-258.7pp |
| Employer contribution / active EE | $2,514 | $5,243-52.1% | $4,856-48.2% | $4,751-47.1% |
| Participant deferral / active EE | $5,152 | $8,100-36.4% | $7,758-33.6% | $6,710-23.2% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |