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 | $51,247 | $154,117-66.7% | $129,995-60.6% | $139,434-63.2% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 23.39% | 32.48%-9.1pp | -137.18%+160.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,923 | $5,289-44.7% | $4,320-32.3% | $4,751-38.5% |
| Participant deferral / active EE | $11,366 | $6,710+69.4% | $5,820+95.3% | $6,710+69.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |