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 3-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 | $56,835 | $117,841-51.8% | $102,423-44.5% | $145,922-61.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.13% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,227 | $3,615-66.1% | $3,023-59.4% | $4,660-73.7% |
| Participant deferral / active EE | $4,822 | $5,731-15.9% | $5,053-4.6% | $6,688-27.9% |
| Admin fee / account holder | $208 | $13,326-98.4% | $9,451-97.8% | $13,397-98.5% |