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 | $21,677 | $96,635-77.6% | $86,612-75.0% | $139,434-84.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.47% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,700 | $3,263-47.9% | $3,022-43.8% | $4,751-64.2% |
| Participant deferral / active EE | $5,364 | $4,836+10.9% | $4,438+20.9% | $6,710-20.1% |
| Admin fee / account holder | $174 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |