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 | $59,151 | $127,065-53.4% | $113,168-47.7% | $142,382-58.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 18.47% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,637 | $3,442-52.4% | $2,975-45.0% | $4,299-61.9% |
| Participant deferral / active EE | $8,947 | $5,716+56.5% | $5,107+75.2% | $6,507+37.5% |
| Admin fee / account holder | $229 | $15,736-98.5% | $12,068-98.1% | $12,624-98.2% |