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 | $38,150 | $201,272-81.0% | $184,203-79.3% | $145,922-73.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.13% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,534 | $7,022-63.9% | $6,427-60.6% | $4,660-45.6% |
| Participant deferral / active EE | $10,360 | $9,806+5.6% | $9,131+13.5% | $6,688+54.9% |
| Admin fee / account holder | $144 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |