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 6-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 | $52,469 | $96,635-45.7% | $86,612-39.4% | $139,434-62.4% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 20.23% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,031 | $3,263-68.4% | $3,022-65.9% | $4,751-78.3% |
| Participant deferral / active EE | $6,028 | $4,836+24.6% | $4,438+35.8% | $6,710-10.2% |
| Admin fee / account holder | $237 | $6,408-96.3% | $5,614-95.8% | $11,403-97.9% |