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 | $28,097 | $114,047-75.4% | $96,139-70.8% | $167,490-83.2% |
| Participation rate | 81.3% | 75.1%+6.2pp | 68.4%+12.8pp | 82.1%-0.9pp |
| Annual return | 48.17% | 189.88%-141.7pp | 191.94%-143.8pp | 478.56%-430.4pp |
| Employer contribution / active EE | $2,288 | $3,427-33.2% | $2,797-18.2% | $4,837-52.7% |
| Participant deferral / active EE | $6,872 | $5,194+32.3% | $4,349+58.0% | $6,341+8.4% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |