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 3-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 | $19,122 | $180,749-89.4% | $160,784-88.1% | $137,256-86.1% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 18.04% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,423 | $4,155-65.7% | $3,733-61.9% | $4,156-65.8% |
| Participant deferral / active EE | $5,722 | $6,844-16.4% | $6,293-9.1% | $6,407-10.7% |
| Admin fee / account holder | $61 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |