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 | $22,120 | $117,841-81.2% | $102,423-78.4% | $145,922-84.8% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 9.88% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,631 | $3,615-27.2% | $3,023-13.0% | $4,660-43.5% |
| Participant deferral / active EE | $5,257 | $5,731-8.3% | $5,053+4.0% | $6,688-21.4% |
| Admin fee / account holder | $268 | $13,326-98.0% | $9,451-97.2% | $13,397-98.0% |