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 | $46,653 | $88,751-47.4% | $81,812-43.0% | $145,922-68.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.58% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,699 | $3,083-44.9% | $2,912-41.7% | $4,660-63.5% |
| Participant deferral / active EE | $6,925 | $4,643+49.1% | $4,319+60.4% | $6,688+3.5% |
| Admin fee / account holder | $178 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |