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 | $25,532 | $65,561-61.1% | $86,188-70.4% | $75,163-66.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.70% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,376 | $1,553-11.4% | $2,380-42.2% | $2,670-48.5% |
| Participant deferral / active EE | $4,633 | $3,024+53.2% | $3,985+16.2% | $4,125+12.3% |
| Admin fee / account holder | $29 | $5,474-99.5% | $6,852-99.6% | $5,651-99.5% |