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 | $100,737 | $201,272-49.9% | $184,203-45.3% | $145,922-31.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 27.78% | 29.00%-1.2pp | 28.81%-1.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $8,719 | $7,022+24.2% | $6,427+35.7% | $4,660+87.1% |
| Participant deferral / active EE | $4,285 | $9,806-56.3% | $9,131-53.1% | $6,688-35.9% |
| Admin fee / account holder | $236 | $16,364-98.6% | $13,901-98.3% | $13,397-98.2% |