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 | $41,466 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 16.61% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,058 | $3,713-17.7% | $4,933-38.0% | $2,755+11.0% |
| Participant deferral / active EE | $5,284 | $6,644-20.5% | $8,070-34.5% | $4,296+23.0% |
| Admin fee / account holder | $31 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |