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 8-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 | $55,185 | $154,117-64.2% | $129,995-57.5% | $139,434-60.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 18.68% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,344 | $5,289-55.7% | $4,320-45.7% | $4,751-50.7% |
| Participant deferral / active EE | $7,531 | $6,710+12.2% | $5,820+29.4% | $6,710+12.2% |
| Admin fee / account holder | $26 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |