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 | $28,648 | $165,984-82.7% | $164,813-82.6% | $145,922-80.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 15.61% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,091 | $5,273-41.4% | $4,341-28.8% | $4,660-33.7% |
| Participant deferral / active EE | $6,476 | $6,959-6.9% | $6,031+7.4% | $6,688-3.2% |
| Admin fee / account holder | $4 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |