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 | $97,695 | $214,378-54.4% | $200,582-51.3% | $142,382-31.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.90% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,544 | $6,841-62.8% | $6,419-60.4% | $4,299-40.8% |
| Participant deferral / active EE | $5,898 | $9,865-40.2% | $9,331-36.8% | $6,507-9.4% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |