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 9-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 | $48,662 | $99,652-51.2% | $78,778-38.2% | $147,584-67.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 8.10% | 47.28%-39.2pp | 35.62%-27.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,482 | $2,796-11.2% | $1,986+25.0% | $4,876-49.1% |
| Participant deferral / active EE | $3,475 | $3,664-5.1% | $2,958+17.5% | $5,439-36.1% |
| Admin fee / account holder | $6 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |