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 | $56,860 | $183,519-69.0% | $155,509-63.4% | $145,922-61.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.38% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,011 | $5,313-62.1% | $4,672-57.0% | $4,660-56.8% |
| Participant deferral / active EE | $9,155 | $6,462+41.7% | $5,626+62.7% | $6,688+36.9% |
| Admin fee / account holder | $244 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |