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 4-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 | $21,597 | $117,841-81.7% | $102,423-78.9% | $145,922-85.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.62% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,860 | $3,615-48.5% | $3,023-38.5% | $4,660-60.1% |
| Participant deferral / active EE | $3,233 | $5,731-43.6% | $5,053-36.0% | $6,688-51.7% |
| Admin fee / account holder | $77 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |