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 3-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 | $45,158 | $102,382-55.9% | $147,005-69.3% | $80,874-44.2% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 14.71% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,238 | $3,715-12.8% | $4,934-34.4% | $2,756+17.5% |
| Participant deferral / active EE | $5,802 | $6,646-12.7% | $8,070-28.1% | $4,297+35.0% |
| Admin fee / account holder | $233 | $7,942-97.1% | $13,006-98.2% | $6,935-96.6% |