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 | $54,613 | $177,572-69.2% | $154,803-64.7% | $142,382-61.6% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 19.21% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,309 | $4,810-52.0% | $4,305-46.4% | $4,299-46.3% |
| Participant deferral / active EE | $4,539 | $6,272-27.6% | $5,540-18.1% | $6,507-30.2% |
| Admin fee / account holder | $86 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |