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 6-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 | $51,659 | $75,935-32.0% | $60,547-14.7% | $125,391-58.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | 33.43% | -5.38%+38.8pp | 335.64%-302.2pp | 282.22%-248.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,474 | $4,506-45.1% | $3,328-25.7% | $5,352-53.8% |
| Admin fee / account holder | $42 | $6,768-99.4% | $4,536-99.1% | $9,540-99.6% |