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 | $119,135 | $159,934-25.5% | $147,005-19.0% | $145,959-18.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.53% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,651 | $5,287-68.8% | $4,934-66.5% | $4,661-64.6% |
| Participant deferral / active EE | $16,614 | $8,427+97.1% | $8,070+105.9% | $6,689+148.4% |
| Admin fee / account holder | $137 | $15,053-99.1% | $13,006-98.9% | $13,398-99.0% |