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 | $48,263 | $183,519-73.7% | $155,509-69.0% | $145,922-66.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.33% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,295 | $5,313-0.3% | $4,672+13.3% | $4,660+13.6% |
| Participant deferral / active EE | $7,752 | $6,462+20.0% | $5,626+37.8% | $6,688+15.9% |
| Admin fee / account holder | $239 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |