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 | $25,663 | $177,572-85.5% | $154,803-83.4% | $142,382-82.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 17.42% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,022 | $4,810-78.7% | $4,305-76.3% | $4,299-76.2% |
| Participant deferral / active EE | $2,495 | $6,272-60.2% | $5,540-55.0% | $6,507-61.7% |
| Admin fee / account holder | $88 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |