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 | $17,975 | $148,534-87.9% | $135,903-86.8% | $139,434-87.1% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 23.51% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,310 | $5,243-55.9% | $4,856-52.4% | $4,751-51.4% |
| Participant deferral / active EE | $4,907 | $8,100-39.4% | $7,758-36.8% | $6,710-26.9% |
| Admin fee / account holder | $110 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |