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 | $126,373 | $97,744+29.3% | $103,476+22.1% | $145,922-13.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 15.76% | 25.41%-9.7pp | 23.90%-8.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $18,394 | $4,677+293.3% | $4,672+293.7% | $4,660+294.8% |
| Participant deferral / active EE | $10,028 | $6,603+51.9% | $6,623+51.4% | $6,688+49.9% |
| Admin fee / account holder | $5 | $12,515-100.0% | $9,413-99.9% | $13,397-100.0% |