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 | $77,411 | $148,534-47.9% | $135,903-43.0% | $139,434-44.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.29% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,271 | $5,243-75.8% | $4,856-73.8% | $4,751-73.3% |
| Participant deferral / active EE | $5,534 | $8,100-31.7% | $7,758-28.7% | $6,710-17.5% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |