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 | $41,118 | $175,202-76.5% | $149,673-72.5% | $139,434-70.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 25.35% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $7,582 | $5,474+38.5% | $4,818+57.4% | $4,751+59.6% |
| Participant deferral / active EE | $10,019 | $6,519+53.7% | $5,680+76.4% | $6,710+49.3% |
| Admin fee / account holder | $160 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |