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 | $49,181 | $154,117-68.1% | $129,995-62.2% | $139,434-64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.24% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,082 | $5,289-41.7% | $4,320-28.7% | $4,751-35.1% |
| Participant deferral / active EE | $8,416 | $6,710+25.4% | $5,820+44.6% | $6,710+25.4% |
| Admin fee / account holder | $177 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |