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 | $56,905 | $106,515-46.6% | $96,683-41.1% | $139,434-59.2% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 18.98% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,972 | $4,103-27.6% | $3,737-20.5% | $4,751-37.4% |
| Participant deferral / active EE | $5,979 | $5,454+9.6% | $4,878+22.6% | $6,710-10.9% |
| Admin fee / account holder | $38 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |