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 | $39,572 | $109,982-64.0% | $97,226-59.3% | $145,922-72.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.59% | 242.90%-227.3pp | 75.13%-59.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,987 | $3,084-3.2% | $2,729+9.5% | $4,660-35.9% |
| Participant deferral / active EE | $4,720 | $4,676+0.9% | $4,264+10.7% | $6,688-29.4% |
| Admin fee / account holder | $201 | $6,221-96.8% | $5,654-96.4% | $13,397-98.5% |