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 | $42,096 | $165,335-74.5% | $149,696-71.9% | $158,922-73.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 98.99% | 348.15%-249.2pp | 276.60%-177.6pp | 302.83%-203.8pp |
| Employer contribution / active EE | $5,803 | $5,103+13.7% | $4,644+24.9% | $4,761+21.9% |
| Participant deferral / active EE | $14,059 | $7,181+95.8% | $6,842+105.5% | $5,982+135.0% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |