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 | $46,390 | $117,983-60.7% | $101,794-54.4% | $142,382-67.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 20.23% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $513 | $2,773-81.5% | $2,289-77.6% | $4,299-88.1% |
| Participant deferral / active EE | $4,006 | $4,714-15.0% | $4,084-1.9% | $6,507-38.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |