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 | $40,317 | $115,882-65.2% | $100,516-59.9% | $158,922-74.6% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 16.70% | 34.79%-18.1pp | 30.89%-14.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,987 | $4,103-51.6% | $3,418-41.9% | $4,761-58.3% |
| Participant deferral / active EE | $3,763 | $6,674-43.6% | $6,270-40.0% | $5,982-37.1% |
| Admin fee / account holder | $56 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |