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 | $37,785 | $117,841-67.9% | $102,423-63.1% | $145,922-74.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 17.83% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,630 | $3,615-54.9% | $3,023-46.1% | $4,660-65.0% |
| Participant deferral / active EE | $3,893 | $5,731-32.1% | $5,053-23.0% | $6,688-41.8% |
| Admin fee / account holder | $161 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |