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 | $39,811 | $148,534-73.2% | $135,903-70.7% | $139,434-71.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 25.66% | 79.19%-53.5pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,193 | $5,243-58.2% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $10,299 | $8,100+27.2% | $7,758+32.8% | $6,710+53.5% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |