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 6-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 | $65,820 | $98,750-33.3% | $149,696-56.0% | $79,858-17.6% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.6%+4.2pp |
| Annual return | 22.35% | 27.43%-5.1pp | 276.60%-254.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,105 | $3,216-65.6% | $4,644-76.2% | $2,471-55.3% |
| Participant deferral / active EE | $6,301 | $5,680+10.9% | $6,842-7.9% | $3,740+68.5% |
| Admin fee / account holder | $295 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |