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 | $172,424 | $177,572-2.9% | $154,803+11.4% | $142,382+21.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.67% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,207 | $4,810-74.9% | $4,305-72.0% | $4,299-71.9% |
| Participant deferral / active EE | $2,132 | $6,272-66.0% | $5,540-61.5% | $6,507-67.2% |
| Admin fee / account holder | $280 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |