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 | $25,355 | $109,881-76.9% | $150,045-83.1% | $84,808-70.1% |
| Participation rate | 75.3% | 76.1%-0.8pp | 82.3%-7.0pp | 68.3%+7.0pp |
| Annual return | 39.27% | 28.25%+11.0pp | 62.55%-23.3pp | 40.90%-1.6pp |
| Employer contribution / active EE | $2,484 | $3,561-30.3% | $4,693-47.1% | $2,631-5.6% |
| Participant deferral / active EE | $4,047 | $6,636-39.0% | $7,997-49.4% | $4,212-3.9% |
| Admin fee / account holder | $258 | $8,568-97.0% | $13,435-98.1% | $7,344-96.5% |