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 | $45,066 | $108,825-58.6% | $156,181-71.1% | $82,448-45.3% |
| Participation rate | 73.1% | 72.4%+0.7pp | 78.8%-5.8pp | 68.1%+5.0pp |
| Annual return | 23.00% | 20.59%+2.4pp | 64.87%-41.9pp | 41.64%-18.6pp |
| Employer contribution / active EE | $995 | $2,870-65.3% | $4,294-76.8% | $2,551-61.0% |
| Participant deferral / active EE | $2,918 | $4,577-36.2% | $6,132-52.4% | $4,139-29.5% |
| Admin fee / account holder | $290 | $9,341-96.9% | $14,586-98.0% | $7,234-96.0% |