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 9-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 | $58,540 | $115,770-49.4% | $101,248-42.2% | $158,922-63.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 22.68% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,935 | $4,175-53.6% | $3,660-47.1% | $4,761-59.4% |
| Participant deferral / active EE | $5,572 | $4,957+12.4% | $4,370+27.5% | $5,982-6.9% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |