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 | $91,572 | $133,922-31.6% | $116,228-21.2% | $142,382-35.7% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 19.34% | 147.76%-128.4pp | 90.06%-70.7pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,531 | $3,446-26.5% | $2,994-15.5% | $4,299-41.1% |
| Participant deferral / active EE | $8,828 | $5,672+55.6% | $4,953+78.2% | $6,507+35.7% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |