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 | $51,167 | $102,317-50.0% | $146,958-65.2% | $80,856-36.7% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 15.75% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,067 | $3,713-17.4% | $4,933-37.8% | $2,755+11.3% |
| Participant deferral / active EE | $7,895 | $6,644+18.8% | $8,070-2.2% | $4,296+83.8% |
| Admin fee / account holder | $199 | $7,941-97.5% | $12,998-98.5% | $6,918-97.1% |