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 4-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 | $32,306 | $102,382-68.4% | $147,005-78.0% | $80,874-60.1% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 14.30% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,272 | $3,715-38.8% | $4,934-54.0% | $2,756-17.5% |
| Participant deferral / active EE | $4,093 | $6,646-38.4% | $8,070-49.3% | $4,297-4.7% |
| Admin fee / account holder | $3 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |