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 | $71,529 | $126,574-43.5% | $106,213-32.7% | $145,922-51.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 19.82% | 224.79%-205.0pp | 116.14%-96.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,252 | $3,730-66.4% | $3,171-60.5% | $4,660-73.1% |
| Participant deferral / active EE | $3,822 | $5,724-33.2% | $5,016-23.8% | $6,688-42.9% |
| Admin fee / account holder | $253 | $17,304-98.5% | $11,033-97.7% | $13,397-98.1% |