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 | $63,668 | $183,519-65.3% | $155,509-59.1% | $145,922-56.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.53% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,889 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $7,549 | $6,462+16.8% | $5,626+34.2% | $6,688+12.9% |
| Admin fee / account holder | $263 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |