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 5-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 | $63,279 | $238,490-73.5% | $180,183-64.9% | $142,382-55.6% |
| Participation rate | 85.0% | 82.3%+2.7pp | 77.4%+7.6pp | 80.1%+4.9pp |
| Annual return | 20.53% | 33.56%-13.0pp | 27.86%-7.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,302 | $6,143-62.5% | $5,039-54.3% | $4,299-46.5% |
| Participant deferral / active EE | $7,031 | $7,996-12.1% | $6,822+3.1% | $6,507+8.1% |
| Admin fee / account holder | $210 | $28,866-99.3% | $19,975-98.9% | $12,624-98.3% |