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 | $28,208 | $185,822-84.8% | $169,993-83.4% | $139,434-79.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.83% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,657 | $7,590-78.2% | $6,785-75.6% | $4,751-65.1% |
| Participant deferral / active EE | $5,992 | $11,622-48.4% | $10,408-42.4% | $6,710-10.7% |
| Admin fee / account holder | $103 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |