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 | $113,641 | $159,602-28.8% | $150,045-24.3% | $142,382-20.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 38.77% | 70.24%-31.5pp | 62.55%-23.8pp | 217.08%-178.3pp |
| Employer contribution / active EE | $1,761 | $4,961-64.5% | $4,693-62.5% | $4,299-59.0% |
| Participant deferral / active EE | $4,035 | $8,310-51.4% | $7,997-49.5% | $6,507-38.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |