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 | $53,013 | $114,381-53.7% | $107,525-50.7% | $142,382-62.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 19.67% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,408 | $4,015-15.1% | $3,754-9.2% | $4,299-20.7% |
| Participant deferral / active EE | $6,903 | $5,564+24.1% | $5,116+34.9% | $6,507+6.1% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |