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 | $125,761 | $183,592-31.5% | $155,567-19.2% | $145,959-13.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.19% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.8pp |
| Employer contribution / active EE | $2,504 | $5,315-52.9% | $4,674-46.4% | $4,661-46.3% |
| Participant deferral / active EE | $11,835 | $6,464+83.1% | $5,628+110.3% | $6,689+76.9% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |