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 | $45,792 | $154,117-70.3% | $129,995-64.8% | $139,434-67.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 20.06% | 32.48%-12.4pp | -137.18%+157.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,657 | $5,289-49.8% | $4,320-38.5% | $4,751-44.1% |
| Participant deferral / active EE | $12,147 | $6,710+81.0% | $5,820+108.7% | $6,710+81.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |