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 | $41,361 | $102,317-59.6% | $146,958-71.9% | $80,856-48.8% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 16.89% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,158 | $3,713-68.8% | $4,933-76.5% | $2,755-58.0% |
| Participant deferral / active EE | $4,519 | $6,644-32.0% | $8,070-44.0% | $4,296+5.2% |
| Admin fee / account holder | $222 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |