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 6-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 | $48,418 | $106,515-54.5% | $96,683-49.9% | $139,434-65.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 20.10% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,515 | $4,103-38.7% | $3,737-32.7% | $4,751-47.1% |
| Participant deferral / active EE | $8,449 | $5,454+54.9% | $4,878+73.2% | $6,710+25.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |