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 6-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 | $33,310 | $185,822-82.1% | $169,993-80.4% | $139,434-76.1% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 24.67% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $6,636 | $7,590-12.6% | $6,785-2.2% | $4,751+39.7% |
| Participant deferral / active EE | $4,637 | $11,622-60.1% | $10,408-55.4% | $6,710-30.9% |
| Admin fee / account holder | $107 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |