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 | $56,994 | $111,814-49.0% | $103,374-44.9% | $145,959-61.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.07% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,252 | $4,214-46.6% | $3,869-41.8% | $4,661-51.7% |
| Participant deferral / active EE | $5,809 | $5,618+3.4% | $5,058+14.9% | $6,689-13.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |