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 | $65,819 | $183,519-64.1% | $155,509-57.7% | $145,922-54.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.93% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,098 | $5,313-79.3% | $4,672-76.5% | $4,660-76.4% |
| Participant deferral / active EE | $9,413 | $6,462+45.6% | $5,626+67.3% | $6,688+40.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |