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 | $68,188 | $201,272-66.1% | $184,203-63.0% | $145,922-53.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 12.35% | 29.00%-16.6pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,941 | $7,022+27.3% | $6,427+39.1% | $4,660+91.9% |
| Participant deferral / active EE | $7,591 | $9,806-22.6% | $9,131-16.9% | $6,688+13.5% |
| Admin fee / account holder | $93 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |