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 | $51,284 | $159,602-67.9% | $150,045-65.8% | $142,382-64.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 16.02% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,359 | $4,961+28.2% | $4,693+35.5% | $4,299+47.9% |
| Participant deferral / active EE | $6,010 | $8,310-27.7% | $7,997-24.9% | $6,507-7.6% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |