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 | $46,164 | $217,402-78.8% | $185,823-75.2% | $167,490-72.4% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 24.40% | 148.36%-124.0pp | 122.05%-97.6pp | 478.56%-454.2pp |
| Employer contribution / active EE | $2,358 | $5,873-59.9% | $5,167-54.4% | $4,837-51.3% |
| Participant deferral / active EE | $3,919 | $6,356-38.3% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $121 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |