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 | $26,625 | $74,888-64.4% | $71,209-62.6% | $142,382-81.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 22.77% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,573 | $2,854-44.9% | $2,721-42.2% | $4,299-63.4% |
| Participant deferral / active EE | $3,501 | $4,454-21.4% | $4,175-16.1% | $6,507-46.2% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |