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 | $132,634-62.0% | $115,768-56.5% | $137,256-63.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 18.11% | 160.70%-142.6pp | 100.46%-82.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,714 | $3,360-49.0% | $2,940-41.7% | $4,156-58.8% |
| Participant deferral / active EE | $4,331 | $5,619-22.9% | $4,917-11.9% | $6,407-32.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |