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 | $41,063 | $148,534-72.4% | $135,903-69.8% | $139,434-70.5% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 34.99% | 79.19%-44.2pp | 68.23%-33.2pp | 372.94%-338.0pp |
| Employer contribution / active EE | $2,077 | $5,243-60.4% | $4,856-57.2% | $4,751-56.3% |
| Participant deferral / active EE | $3,838 | $8,100-52.6% | $7,758-50.5% | $6,710-42.8% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |