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 | $37,613 | $117,841-68.1% | $102,423-63.3% | $145,922-74.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.47% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,121 | $3,615-13.7% | $3,023+3.2% | $4,660-33.0% |
| Participant deferral / active EE | $7,140 | $5,731+24.6% | $5,053+41.3% | $6,688+6.8% |
| Admin fee / account holder | $50 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |