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 | $28,962 | $114,381-74.7% | $107,525-73.1% | $142,382-79.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 22.42% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,682 | $4,015-58.1% | $3,754-55.2% | $4,299-60.9% |
| Participant deferral / active EE | $2,895 | $5,564-48.0% | $5,116-43.4% | $6,507-55.5% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |