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 7-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 | $84,429 | $100,773-16.2% | $88,946-5.1% | $142,382-40.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 12.47% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $505 | $2,918-82.7% | $2,555-80.2% | $4,299-88.3% |
| Participant deferral / active EE | $8,164 | $5,230+56.1% | $4,581+78.2% | $6,507+25.5% |
| Admin fee / account holder | $284 | $9,693-97.1% | $8,261-96.6% | $12,624-97.7% |