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 5-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 | $16,477 | $106,515-84.5% | $96,683-83.0% | $139,434-88.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 22.68% | 38.43%-15.7pp | 35.69%-13.0pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,340 | $4,103-43.0% | $3,737-37.4% | $4,751-50.7% |
| Participant deferral / active EE | $3,325 | $5,454-39.0% | $4,878-31.8% | $6,710-50.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |