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 | $65,550 | $179,726-63.5% | $156,263-58.1% | $142,382-54.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.69% | 77.86%-54.2pp | 59.47%-35.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,800 | $5,069-44.8% | $4,333-35.4% | $4,299-34.9% |
| Participant deferral / active EE | $13,156 | $6,956+89.1% | $6,158+113.6% | $6,507+102.2% |
| Admin fee / account holder | $278 | $17,272-98.4% | $14,255-98.0% | $12,624-97.8% |