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 | $53,048 | $175,202-69.7% | $149,673-64.6% | $139,434-62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.10% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $7,532 | $5,474+37.6% | $4,818+56.3% | $4,751+58.5% |
| Participant deferral / active EE | $10,269 | $6,519+57.5% | $5,680+80.8% | $6,710+53.0% |
| Admin fee / account holder | $98 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |