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 | $66,024 | $105,859-37.6% | $90,160-26.8% | $147,584-55.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.82% | 37.63%-16.8pp | 34.88%-14.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,784 | $4,126-56.8% | $3,318-46.2% | $4,876-63.4% |
| Participant deferral / active EE | $5,181 | $5,733-9.6% | $5,288-2.0% | $5,439-4.7% |
| Admin fee / account holder | $139 | $8,046-98.3% | $5,943-97.7% | $10,885-98.7% |