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 | $46,059 | $159,901-71.2% | $146,958-68.7% | $145,922-68.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.94% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,994 | $5,286-5.5% | $4,933+1.2% | $4,660+7.2% |
| Participant deferral / active EE | $5,722 | $8,428-32.1% | $8,070-29.1% | $6,688-14.4% |
| Admin fee / account holder | $11 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |