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 | $57,645 | $154,117-62.6% | $129,995-55.7% | $139,434-58.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 21.04% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,974 | $5,289-43.8% | $4,320-31.2% | $4,751-37.4% |
| Participant deferral / active EE | $5,107 | $6,710-23.9% | $5,820-12.2% | $6,710-23.9% |
| Admin fee / account holder | $211 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |