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 | $48,229 | $83,902-42.5% | $167,512-71.2% | $84,808-43.1% |
| Participation rate | 75.7% | 66.5%+9.2pp | 77.1%-1.4pp | 68.3%+7.4pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,451 | $2,264+8.3% | $3,882-36.8% | $2,631-6.8% |
| Participant deferral / active EE | $4,427 | $4,442-0.3% | $6,405-30.9% | $4,212+5.1% |
| Admin fee / account holder | $157 | $7,915-98.0% | $9,769-98.4% | $7,344-97.9% |