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 | $52,329 | $154,117-66.0% | $129,995-59.7% | $139,434-62.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 17.38% | 32.48%-15.1pp | -137.18%+154.6pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,729 | $5,289-48.4% | $4,320-36.8% | $4,751-42.6% |
| Participant deferral / active EE | $4,703 | $6,710-29.9% | $5,820-19.2% | $6,710-29.9% |
| Admin fee / account holder | $25 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |