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 | $28,624 | $109,982-74.0% | $97,226-70.6% | $145,922-80.4% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 18.43% | 242.90%-224.5pp | 75.13%-56.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,928 | $3,084-37.5% | $2,729-29.4% | $4,660-58.6% |
| Participant deferral / active EE | $3,279 | $4,676-29.9% | $4,264-23.1% | $6,688-51.0% |
| Admin fee / account holder | $247 | $6,221-96.0% | $5,654-95.6% | $13,397-98.2% |