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 | $83,332 | $185,822-55.2% | $169,993-51.0% | $139,434-40.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 40.56% | 60.50%-19.9pp | 53.37%-12.8pp | 372.94%-332.4pp |
| Employer contribution / active EE | $2,524 | $7,590-66.7% | $6,785-62.8% | $4,751-46.9% |
| Participant deferral / active EE | $8,768 | $11,622-24.6% | $10,408-15.7% | $6,710+30.7% |
| Admin fee / account holder | $56 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |