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 | $26,965 | $91,190-70.4% | $178,490-84.9% | $79,858-66.2% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 15.76% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,912 | $3,256-41.3% | $5,011-61.8% | $2,471-22.6% |
| Participant deferral / active EE | $4,416 | $3,236+36.5% | $5,202-15.1% | $3,740+18.1% |
| Admin fee / account holder | $226 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |