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 | $35,017 | $176,056-80.1% | $159,436-78.0% | $167,490-79.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.63% | 331.75%-311.1pp | 263.57%-242.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,375 | $5,297-55.2% | $4,829-50.8% | $4,837-50.9% |
| Participant deferral / active EE | $10,167 | $7,750+31.2% | $7,352+38.3% | $6,341+60.3% |
| Admin fee / account holder | $255 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |