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 | $38,833 | $148,534-73.9% | $135,903-71.4% | $139,434-72.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.88% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,775 | $5,243-47.1% | $4,856-42.9% | $4,751-41.6% |
| Participant deferral / active EE | $3,838 | $8,100-52.6% | $7,758-50.5% | $6,710-42.8% |
| Admin fee / account holder | $280 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |