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 | $25,413 | $112,881-77.5% | $90,951-72.1% | $158,922-84.0% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 31.98% | 215.79%-183.8pp | 134.60%-102.6pp | 302.83%-270.8pp |
| Employer contribution / active EE | $2,464 | $2,893-14.8% | $2,122+16.1% | $4,761-48.3% |
| Participant deferral / active EE | $5,478 | $4,128+32.7% | $3,373+62.4% | $5,982-8.4% |
| Admin fee / account holder | $141 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |