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 | $219,043 | $150,187+45.8% | $120,354+82.0% | $145,922+50.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 17.33% | 154.07%-136.7pp | 107.15%-89.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,570 | $4,348-63.9% | $3,463-54.7% | $4,660-66.3% |
| Participant deferral / active EE | $4,855 | $6,173-21.4% | $4,991-2.7% | $6,688-27.4% |
| Admin fee / account holder | $246 | $12,207-98.0% | $9,423-97.4% | $13,397-98.2% |