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 10-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 | $33,277 | $52,519-36.6% | $155,790-78.6% | $59,632-44.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.29% | 53.51%-53.2pp | 71.54%-71.2pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $6,387 | $1,589+301.9% | $3,836+66.5% | $2,203+190.0% |
| Participant deferral / active EE | $4,518 | $3,084+46.5% | $4,797-5.8% | $3,192+41.6% |
| Admin fee / account holder | $178 | $3,540-95.0% | $7,478-97.6% | $4,297-95.9% |