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 8-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 | $26,025 | $176,377-85.2% | $134,143-80.6% | $158,922-83.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 24.25% | 63.63%-39.4pp | 36.33%-12.1pp | 302.83%-278.6pp |
| Employer contribution / active EE | $7,778 | $5,040+54.3% | $3,704+110.0% | $4,761+63.4% |
| Participant deferral / active EE | $3,753 | $4,091-8.3% | $3,499+7.3% | $5,982-37.3% |
| Admin fee / account holder | $54 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |