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 | $51,390 | $185,822-72.3% | $169,993-69.8% | $139,434-63.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.96% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,838 | $7,590-75.8% | $6,785-72.9% | $4,751-61.3% |
| Participant deferral / active EE | $4,987 | $11,622-57.1% | $10,408-52.1% | $6,710-25.7% |
| Admin fee / account holder | $207 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |