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 | $32,282 | $179,726-82.0% | $156,263-79.3% | $142,382-77.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 21.67% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,343 | $5,069-53.8% | $4,333-45.9% | $4,299-45.5% |
| Participant deferral / active EE | $3,284 | $6,956-52.8% | $6,158-46.7% | $6,507-49.5% |
| Admin fee / account holder | $93 | $17,272-99.5% | $14,255-99.3% | $12,624-99.3% |