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 | $26,877 | $102,616-73.8% | $81,983-67.2% | $158,922-83.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 30.23% | 61.04%-30.8pp | 41.31%-11.1pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,362 | $3,240-58.0% | $2,498-45.5% | $4,761-71.4% |
| Participant deferral / active EE | $6,466 | $4,648+39.1% | $3,722+73.7% | $5,982+8.1% |
| Admin fee / account holder | $245 | $8,235-97.0% | $5,664-95.7% | $11,246-97.8% |