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 | $32,756 | $133,958-75.5% | $112,228-70.8% | $134,475-75.6% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 13.31% | 47.11%-33.8pp | 27.45%-14.1pp | 417.96%-404.7pp |
| Employer contribution / active EE | $3,022 | $4,038-25.2% | $3,635-16.8% | $4,740-36.2% |
| Participant deferral / active EE | $5,117 | $5,291-3.3% | $4,728+8.2% | $6,400-20.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |