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 | $23,423 | $106,515-78.0% | $96,683-75.8% | $139,434-83.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 32.87% | 38.43%-5.6pp | 35.69%-2.8pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,480 | $4,103-63.9% | $3,737-60.4% | $4,751-68.8% |
| Participant deferral / active EE | $2,649 | $5,454-51.4% | $4,878-45.7% | $6,710-60.5% |
| Admin fee / account holder | $158 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |