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 | $15,494 | $106,515-85.5% | $96,683-84.0% | $139,434-88.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.06% | 38.43%-15.4pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,931 | $4,103-52.9% | $3,737-48.3% | $4,751-59.4% |
| Participant deferral / active EE | $4,343 | $5,454-20.4% | $4,878-11.0% | $6,710-35.3% |
| Admin fee / account holder | $43 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |