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 | $78,086 | $106,515-26.7% | $96,683-19.2% | $139,434-44.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.97% | 38.43%-21.5pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,489 | $4,103-39.3% | $3,737-33.4% | $4,751-47.6% |
| Participant deferral / active EE | $3,101 | $5,454-43.1% | $4,878-36.4% | $6,710-53.8% |
| Admin fee / account holder | $41 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |