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 | $48,251 | $114,381-57.8% | $107,525-55.1% | $142,382-66.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 19.02% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,496 | $4,015-37.8% | $3,754-33.5% | $4,299-42.0% |
| Participant deferral / active EE | $6,114 | $5,564+9.9% | $5,116+19.5% | $6,507-6.0% |
| Admin fee / account holder | $262 | $9,860-97.3% | $8,919-97.1% | $12,624-97.9% |