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 | $61,226 | $70,756-13.5% | $65,493-6.5% | $142,382-57.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 23.04% | 1754.89%-1731.8pp | 982.45%-959.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,415 | $2,881-50.9% | $2,574-45.1% | $4,299-67.1% |
| Participant deferral / active EE | $3,049 | $4,637-34.3% | $3,961-23.0% | $6,507-53.1% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |