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 | $31,985 | $99,877-68.0% | $84,966-62.4% | $145,922-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,095 | $3,231-4.2% | $2,727+13.5% | $4,660-33.6% |
| Participant deferral / active EE | $7,184 | $5,291+35.8% | $4,519+59.0% | $6,688+7.4% |
| Admin fee / account holder | $141 | $7,248-98.1% | $6,149-97.7% | $13,397-99.0% |