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 | $34,864 | $201,272-82.7% | $184,203-81.1% | $145,922-76.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 13.38% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,979 | $7,022-71.8% | $6,427-69.2% | $4,660-57.5% |
| Participant deferral / active EE | $3,912 | $9,806-60.1% | $9,131-57.2% | $6,688-41.5% |
| Admin fee / account holder | $146 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |