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 | $50,364 | $133,922-62.4% | $116,228-56.7% | $142,382-64.6% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 18.11% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,714 | $3,446-50.3% | $2,994-42.8% | $4,299-60.1% |
| Participant deferral / active EE | $4,331 | $5,672-23.6% | $4,953-12.6% | $6,507-33.4% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |