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 4-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 | $47,485 | $106,515-55.4% | $96,683-50.9% | $139,434-65.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.96% | 38.43%-14.5pp | 35.69%-11.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,776 | $4,103-56.7% | $3,737-52.5% | $4,751-62.6% |
| Participant deferral / active EE | $12,225 | $5,454+124.2% | $4,878+150.6% | $6,710+82.2% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-98.9% |