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 | $79,733 | $172,111-53.7% | $150,298-46.9% | $137,256-41.9% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 19.38% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,353 | $4,636-70.8% | $4,154-67.4% | $4,156-67.5% |
| Participant deferral / active EE | $3,698 | $6,166-40.0% | $5,453-32.2% | $6,407-42.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |