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 | $21,408 | $159,602-86.6% | $150,045-85.7% | $142,382-85.0% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 22.09% | 70.24%-48.1pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,773 | $4,961-64.3% | $4,693-62.2% | $4,299-58.8% |
| Participant deferral / active EE | $3,581 | $8,310-56.9% | $7,997-55.2% | $6,507-45.0% |
| Admin fee / account holder | $215 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |