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 9-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 | $46,750 | $162,781-71.3% | $133,956-65.1% | $158,922-70.6% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 18.36% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,046 | $4,975-58.9% | $3,919-47.8% | $4,761-57.0% |
| Participant deferral / active EE | $7,077 | $5,911+19.7% | $5,048+40.2% | $5,982+18.3% |
| Admin fee / account holder | $26 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |