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 | $79,960 | $197,591-59.5% | $177,821-55.0% | $158,922-49.7% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.7%-13.8pp | 82.0%-8.0pp |
| Annual return | 16.78% | 58.76%-42.0pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,537 | $6,697-77.1% | $5,918-74.0% | $4,761-67.7% |
| Participant deferral / active EE | $4,664 | $8,405-44.5% | $7,714-39.5% | $5,982-22.0% |
| Admin fee / account holder | $111 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |