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 | $25,762 | $97,744-73.6% | $103,476-75.1% | $145,922-82.3% |
| Participation rate | 86.7% | 81.1%+5.6pp | 80.5%+6.2pp | 80.3%+6.4pp |
| Annual return | 15.78% | 25.41%-9.6pp | 23.90%-8.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,382 | $4,677-27.7% | $4,672-27.6% | $4,660-27.4% |
| Participant deferral / active EE | $5,361 | $6,603-18.8% | $6,623-19.1% | $6,688-19.8% |
| Admin fee / account holder | $201 | $12,515-98.4% | $9,413-97.9% | $13,397-98.5% |