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 | $42,977 | $74,888-42.6% | $71,209-39.6% | $142,382-69.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,574 | $2,854-44.9% | $2,721-42.2% | $4,299-63.4% |
| Participant deferral / active EE | $6,913 | $4,454+55.2% | $4,175+65.6% | $6,507+6.2% |
| Admin fee / account holder | $161 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |