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 | $46,250 | $117,983-60.8% | $101,794-54.6% | $142,382-67.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.39% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,409 | $2,773-49.2% | $2,289-38.4% | $4,299-67.2% |
| Participant deferral / active EE | $4,983 | $4,714+5.7% | $4,084+22.0% | $6,507-23.4% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |