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 | $41,180 | $101,618-59.5% | $93,063-55.8% | $137,256-70.0% |
| Participation rate | 76.2% | 74.9%+1.3pp | 72.1%+4.1pp | 80.0%-3.8pp |
| Annual return | 16.09% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,786 | $2,707-34.0% | $2,476-27.9% | $4,156-57.0% |
| Participant deferral / active EE | $2,786 | $4,279-34.9% | $3,958-29.6% | $6,407-56.5% |
| Admin fee / account holder | $212 | $6,198-96.6% | $6,033-96.5% | $12,270-98.3% |