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 | $49,779 | $117,841-57.8% | $102,423-51.4% | $145,922-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.67% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,239 | $3,615-65.7% | $3,023-59.0% | $4,660-73.4% |
| Participant deferral / active EE | $6,136 | $5,731+7.1% | $5,053+21.4% | $6,688-8.3% |
| Admin fee / account holder | $221 | $13,326-98.3% | $9,451-97.7% | $13,397-98.3% |