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 6-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 | $41,338 | $88,751-53.4% | $81,812-49.5% | $145,922-71.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 13.57% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,206 | $3,083-28.5% | $2,912-24.3% | $4,660-52.7% |
| Participant deferral / active EE | $17,665 | $4,643+280.5% | $4,319+309.1% | $6,688+164.1% |
| Admin fee / account holder | $187 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |