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 | $60,026 | $114,381-47.5% | $107,525-44.2% | $142,382-57.8% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 28.71% | 242.71%-214.0pp | 181.32%-152.6pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,473 | $4,015-38.4% | $3,754-34.1% | $4,299-42.5% |
| Participant deferral / active EE | $3,829 | $5,564-31.2% | $5,116-25.1% | $6,507-41.2% |
| Admin fee / account holder | $221 | $9,860-97.8% | $8,919-97.5% | $12,624-98.2% |