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 | $73,234 | $148,534-50.7% | $135,903-46.1% | $139,434-47.5% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 27.51% | 79.19%-51.7pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $3,828 | $5,243-27.0% | $4,856-21.2% | $4,751-19.4% |
| Participant deferral / active EE | $10,649 | $8,100+31.5% | $7,758+37.3% | $6,710+58.7% |
| Admin fee / account holder | $258 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |