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 | $63,650 | $106,584-40.3% | $101,326-37.2% | $142,382-55.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 24.38% | 36.93%-12.5pp | 36.82%-12.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,750 | $3,956-55.8% | $3,665-52.3% | $4,299-59.3% |
| Participant deferral / active EE | $15,689 | $8,297+89.1% | $7,994+96.3% | $6,507+141.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |